+3,722.6%
PANW vs SCHW
+895.8%
+2,826.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +2.0% | -2.8% | +4.7% | +2.9% |
| 30D | -11.8% | -0.1% | -11.8% | -11.9% |
| 3M | +28.6% | +20.6% | +8.0% | +20.1% |
| 6M | +104.4% | +15.9% | +88.5% | +93.2% |
| YTD | +83.8% | +8.5% | +75.3% | +77.3% |
| 1Y | +71.5% | +17.8% | +53.7% | +60.6% |
| 3Y | +172.2% | +88.5% | +83.6% | +113.2% |
| 5Y | +332.2% | +60.6% | +271.6% | +243.6% |
| 10Y | +1,306.4% | +298.0% | +1,008.3% | +600.7% |
| All | +3,722.6% | +895.8% | +2,826.7% | +1,340.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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