+273.2%
PANW vs OVV
+107.0%
+166.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +2.7% | +8.0% | -5.4% | +1.3% |
| 30D | -14.1% | -2.0% | -12.0% | -13.9% |
| 3M | -18.6% | +5.4% | -24.1% | -19.5% |
| 6M | +41.5% | +14.3% | +27.2% | +37.6% |
| YTD | +74.9% | +69.4% | +5.5% | +56.9% |
| 1Y | +57.4% | +72.4% | -15.0% | +40.4% |
| 3Y | +152.1% | +58.4% | +93.7% | +121.9% |
| All | +273.2% | +107.0% | +166.2% | +198.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling