+14.3%
PFE vs ARWR
+105.6%
-91.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.9% | -1.7% |
| 7D | -3.7% | -2.9% | -0.8% | -3.5% |
| 30D | +5.0% | -5.4% | +10.4% | +5.4% |
| 3M | +12.2% | -32.2% | +44.4% | +15.4% |
| 6M | +14.6% | -26.5% | +41.1% | +16.7% |
| YTD | +24.1% | -12.4% | +36.5% | +24.1% |
| 1Y | +26.6% | +46.9% | -20.3% | +20.4% |
| 3Y | +14.3% | +116.0% | -101.7% | +2.3% |
| All | +14.3% | +105.6% | -91.3% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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