+214.2%
ARM vs DOW
-26.2%
+240.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.6% | -2.3% |
| 7D | +19.8% | +3.7% | +16.2% | +18.6% |
| 30D | -21.8% | +16.3% | -38.0% | -25.2% |
| 3M | -26.5% | +9.7% | -36.2% | -28.8% |
| 6M | -3.9% | -14.1% | +10.2% | +0.9% |
| YTD | +82.8% | +46.6% | +36.2% | +44.0% |
| 1Y | +34.3% | +56.8% | -22.5% | +1.4% |
| 3Y | +282.2% | -20.4% | +302.6% | +324.5% |
| All | +214.2% | -26.2% | +240.4% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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