+86.1%
ARM vs SHW
-7.8%
+93.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | +5.5% | -3.2% | +8.7% | +6.3% |
| 30D | -8.2% | -9.5% | +1.3% | -6.0% |
| 3M | -35.9% | +11.5% | -47.4% | -38.6% |
| 6M | +103.1% | -3.5% | +106.7% | +98.2% |
| YTD | +130.6% | +3.7% | +126.9% | +127.0% |
| 1Y | +86.1% | -7.9% | +94.0% | +81.8% |
| All | +86.1% | -7.8% | +93.9% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling