+47.6%
PANW vs SCHD
+38.7%
+8.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.2% | -7.4% | -10.1% |
| 7D | -17.3% | -0.5% | -16.8% | -17.2% |
| 30D | -25.1% | +7.8% | -32.9% | -22.8% |
| 3M | -13.2% | +6.1% | -19.4% | -11.0% |
| 6M | +71.0% | +13.6% | +57.5% | +77.2% |
| YTD | +70.8% | +32.3% | +38.5% | +69.7% |
| 1Y | +47.6% | +38.0% | +9.6% | +39.4% |
| All | +47.6% | +38.7% | +8.9% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 1y: compounded portfolio wealth divided by compounded SCHD 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…
1y analysis · Full analysis span regression · 6 months rolling