+51.6%
IBIT vs ARWR
+20.2%
+31.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -3.6% |
| 7D | -6.2% | -17.9% | +11.7% | -2.7% |
| 30D | -14.4% | -18.9% | +4.5% | -11.0% |
| 3M | +12.5% | -46.0% | +58.4% | +26.1% |
| 6M | -11.9% | -40.3% | +28.5% | -3.8% |
| YTD | -18.7% | -29.0% | +10.3% | -15.1% |
| 1Y | -29.9% | +13.8% | -43.8% | -34.5% |
| All | +51.6% | +20.2% | +31.3% | +29.7% |
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