+161.2%
PANW vs SCHD
+54.6%
+106.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | -0.8% | -2.0% | +1.2% | +0.3% |
| 30D | -14.6% | -0.4% | -14.2% | -14.5% |
| 3M | +18.3% | +5.7% | +12.6% | +13.9% |
| 6M | +100.5% | +11.9% | +88.6% | +85.4% |
| YTD | +79.5% | +26.4% | +53.1% | +50.9% |
| 1Y | +66.7% | +27.6% | +39.1% | +39.0% |
| 3Y | +161.2% | +54.9% | +106.3% | +89.9% |
| All | +161.2% | +54.6% | +106.6% | +89.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling