+152.1%
PANW vs OVV
+58.8%
+93.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +2.7% | +8.0% | -5.4% | +1.8% |
| 30D | -14.1% | -2.0% | -12.0% | -13.9% |
| 3M | -18.6% | +5.4% | -24.1% | -19.2% |
| 6M | +41.5% | +14.3% | +27.2% | +39.1% |
| YTD | +74.9% | +69.4% | +5.5% | +61.2% |
| 1Y | +57.4% | +72.4% | -15.0% | +44.4% |
| 3Y | +152.1% | +58.4% | +93.7% | +152.1% |
| All | +152.1% | +58.8% | +93.3% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling