+35.8%
ARM vs SHW
+3.5%
+32.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.6% |
| 7D | +9.1% | +1.9% | +7.2% | +8.8% |
| 30D | -19.9% | +8.1% | -28.0% | -21.3% |
| 3M | -31.6% | -2.8% | -28.8% | -30.6% |
| 6M | -13.9% | +15.0% | -28.9% | -18.8% |
| YTD | +74.3% | +9.0% | +65.3% | +66.7% |
| 1Y | +35.8% | +4.5% | +31.3% | +29.0% |
| All | +35.8% | +3.5% | +32.3% | +29.0% |
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