+214.0%
ARM vs ACWI
+70.4%
+143.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -3.8% | -9.3% | -1.5% |
| 7D | -27.1% | -4.0% | -23.1% | -16.9% |
| 30D | -44.9% | -5.8% | -39.1% | -33.1% |
| 3M | -39.3% | -5.0% | -34.3% | -27.2% |
| 6M | -20.2% | +0.7% | -20.9% | -14.9% |
| YTD | +52.5% | +8.4% | +44.1% | +33.9% |
| 1Y | +4.1% | +10.1% | -6.0% | -12.7% |
| All | +214.0% | +70.4% | +143.6% | -20.7% |
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