+20.9%
PFE vs ARWR
+81.3%
-60.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | -0.7% | -17.7% | +17.0% | +0.7% |
| 30D | +5.3% | -21.9% | +27.2% | +7.2% |
| 3M | +10.1% | -44.5% | +54.7% | +14.9% |
| 6M | +18.0% | -32.6% | +50.6% | +20.9% |
| YTD | +25.8% | -26.2% | +52.0% | +27.4% |
| 1Y | +28.4% | +23.0% | +5.5% | +23.8% |
| 3Y | +20.9% | +81.8% | -60.8% | +9.7% |
| All | +20.9% | +81.3% | -60.4% | +9.7% |
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