+58.9%
IBIT vs ARWR
+25.5%
+33.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -15.3% | +14.0% | +1.7% |
| 7D | -2.4% | -17.3% | +15.0% | +1.1% |
| 30D | -9.1% | -21.5% | +12.4% | -5.0% |
| 3M | +15.0% | -43.8% | +58.8% | +27.9% |
| 6M | -6.9% | -32.3% | +25.4% | -0.9% |
| YTD | -14.8% | -25.8% | +11.1% | -11.7% |
| 1Y | -28.1% | +25.5% | -53.6% | -34.2% |
| All | +58.9% | +25.5% | +33.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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