+3,539.1%
PANW vs OVV
-11.2%
+3,550.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +2.7% | +8.0% | -5.4% | +1.7% |
| 30D | -14.1% | -2.0% | -12.0% | -13.9% |
| 3M | -18.6% | +5.4% | -24.1% | -19.3% |
| 6M | +41.5% | +14.3% | +27.2% | +38.5% |
| YTD | +74.9% | +69.4% | +5.5% | +62.0% |
| 1Y | +57.4% | +72.4% | -15.0% | +45.3% |
| 3Y | +152.1% | +58.4% | +93.7% | +131.4% |
| 5Y | +275.3% | +106.1% | +169.2% | +226.3% |
| 10Y | +1,139.3% | +59.6% | +1,079.7% | +801.7% |
| All | +3,539.1% | -11.2% | +3,550.3% | +2,558.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling