+261.2%
ARM vs ACWI
+77.2%
+184.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.7% | -7.0% | -10.3% |
| 7D | -18.7% | -0.5% | -18.2% | -17.5% |
| 30D | -36.7% | -1.6% | -35.0% | -33.0% |
| 3M | -31.6% | -1.3% | -30.3% | -27.5% |
| 6M | -5.6% | +5.8% | -11.5% | -13.8% |
| YTD | +75.5% | +12.7% | +62.7% | +35.9% |
| 1Y | +19.3% | +15.0% | +4.3% | -12.8% |
| All | +261.2% | +77.2% | +184.0% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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