+34.3%
ARM vs SHW
+2.6%
+31.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.5% |
| 7D | +19.8% | +0.7% | +19.1% | +19.7% |
| 30D | -21.8% | +8.4% | -30.2% | -23.2% |
| 3M | -26.5% | -2.2% | -24.3% | -25.5% |
| 6M | -3.9% | +13.3% | -17.2% | -8.7% |
| YTD | +82.8% | +9.2% | +73.5% | +72.9% |
| 1Y | +34.3% | +2.9% | +31.4% | +27.6% |
| All | +34.3% | +2.6% | +31.7% | +27.6% |
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