+164.8%
PANW vs OVV
+52.7%
+112.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +2.0% | -3.8% | +5.8% | +2.4% |
| 30D | -13.0% | +1.3% | -14.2% | -13.1% |
| 3M | +28.6% | +14.3% | +14.3% | +26.5% |
| 6M | +103.0% | +21.1% | +81.9% | +97.0% |
| YTD | +81.9% | +66.0% | +15.9% | +67.7% |
| 1Y | +69.6% | +59.3% | +10.3% | +57.0% |
| All | +164.8% | +52.7% | +112.1% | +145.6% |
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