arithmos— AI-powered custom index builder. You’re viewing a shared index.
built · 2026-04-20 23:28·rebalance · quarterly·next run · 2026-07-20
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| BATS.L | 11.1% | — | — | — | — | — |
| HSBA.L | 11.1% | — | — | — | — | — |
| BP.L | 11.1% | — | — | — | — | — |
| LLOY.L | 11.1% | — | — | — | — | — |
| NG.L | 11.1% | — | — | — | — | — |
| SHEL.L | 11.1% | — | — | — | — | — |
| GSK.L | 11.1% | — | — | — | — | — |
| ULVR.L | 11.1% | — | — | — | — | — |
| DGE.L | 11.1% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 9
click a row to drill in ↗NameAllocation· cap 10%Rationale
BATS.LBritish American TobaccoConsumer Staples11.11%British American Tobacco — 7.8% dividend yield; Consumer Staples.HSBA.LHSBC Holdings plcFinancials11.11%HSBC Holdings plc — 6.7% dividend yield; Financials.BP.LBP p.l.c.Energy11.11%BP p.l.c. — 5.8% dividend yield; Energy.LLOY.LLloyds Banking GroupFinancials11.11%Lloyds Banking Group — 4.8% dividend yield; Financials.NG.LNational Grid plcUtilities11.11%National Grid plc — 4.8% dividend yield; Utilities.SHEL.LShell plcEnergy11.11%Shell plc — 4.1% dividend yield; Energy.GSK.LGSK plcHealthcare11.11%GSK plc — 3.8% dividend yield; Healthcare.ULVR.LUnilever PLCConsumer Staples11.11%Unilever PLC — 3.4% dividend yield; Consumer Staples.DGE.LDiageo plcConsumer Staples11.11%Diageo plc — 3.3% dividend yield; Consumer Staples.
▾
▾
▾
▾
▾
▾
▾
▾
▾
weighting · equal · cap=10%
rebalance · quarterly
