+100.5%
PANW vs SCHD
+12.4%
+88.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.2% |
| 7D | -0.8% | -2.0% | +1.2% | -1.5% |
| 30D | -14.6% | -0.4% | -14.2% | -14.8% |
| 3M | +18.3% | +5.7% | +12.6% | +20.2% |
| 6M | +100.5% | +11.9% | +88.6% | +95.5% |
| All | +100.5% | +12.4% | +88.1% | +95.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling