+61.0%
IBIT vs ARWR
+48.3%
+12.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.6% |
| 7D | -1.1% | -2.9% | +1.8% | -0.5% |
| 30D | -9.2% | -5.4% | -3.8% | -8.2% |
| 3M | +17.5% | -32.2% | +49.7% | +26.3% |
| 6M | -7.2% | -26.5% | +19.3% | -2.6% |
| YTD | -13.6% | -12.4% | -1.2% | -13.2% |
| 1Y | -25.1% | +46.9% | -72.0% | -33.3% |
| All | +61.0% | +48.3% | +12.7% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling