+190.2%
PFG vs ARWR
+1,055.7%
-865.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +3.0% | -17.7% | +20.6% | +4.8% |
| 30D | +8.2% | -21.9% | +30.1% | +10.7% |
| 3M | +2.7% | -44.5% | +47.2% | +8.6% |
| 6M | +17.2% | -32.6% | +49.8% | +20.8% |
| YTD | +34.8% | -26.2% | +60.9% | +36.9% |
| 1Y | +43.6% | +23.0% | +20.6% | +37.3% |
| 3Y | +85.4% | +81.8% | +3.7% | +61.9% |
| 5Y | +102.2% | -36.0% | +138.2% | +88.9% |
| 10Y | +190.2% | +1,039.5% | -849.3% | +124.6% |
| All | +190.2% | +1,055.7% | -865.4% | +124.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling