+112.3%
PFGC vs ARWR
+29.5%
+82.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.4% | -1.7% |
| 7D | -2.4% | +2.9% | -5.3% | -2.8% |
| 30D | -15.8% | -2.9% | -12.9% | -15.4% |
| 3M | -0.6% | +15.2% | -15.8% | -3.1% |
| 6M | +10.7% | +42.3% | -31.6% | +4.4% |
| YTD | +7.6% | +28.2% | -20.6% | +2.7% |
| 1Y | -7.8% | +213.2% | -221.1% | -24.1% |
| 3Y | +63.7% | +184.6% | -120.9% | +26.5% |
| 5Y | +112.3% | +29.2% | +83.0% | +72.3% |
| All | +112.3% | +29.5% | +82.7% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling