+141.0%
PFGC vs ARWR
-40.7%
+181.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -15.3% | +19.3% | +6.0% |
| 7D | +10.8% | -17.3% | +28.2% | +13.4% |
| 30D | +17.8% | -21.5% | +39.3% | +21.3% |
| 3M | -2.7% | -43.8% | +41.1% | +4.7% |
| 6M | +20.0% | -32.3% | +52.3% | +25.0% |
| YTD | +24.3% | -25.8% | +50.1% | +27.2% |
| 1Y | +13.2% | +25.5% | -12.3% | +6.4% |
| 3Y | +85.9% | +84.1% | +1.8% | +51.0% |
| 5Y | +141.0% | -39.2% | +180.3% | +114.7% |
| All | +141.0% | -40.7% | +181.7% | +114.7% |
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 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