+364.4%
IGV vs ARWR
+978.7%
-614.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.4% |
| 7D | -1.5% | -3.2% | +1.7% | -1.1% |
| 30D | -3.0% | -6.5% | +3.4% | -2.3% |
| 3M | +9.6% | +12.7% | -3.1% | +7.3% |
| 6M | +16.1% | +36.2% | -20.1% | +10.3% |
| YTD | -3.6% | +24.5% | -28.1% | -7.7% |
| 1Y | -7.8% | +198.0% | -205.8% | -22.4% |
| 3Y | +40.0% | +176.4% | -136.4% | +11.9% |
| 5Y | +21.2% | +26.6% | -5.3% | +3.5% |
| 10Y | +364.4% | +1,054.1% | -689.6% | +203.5% |
| All | +364.4% | +978.7% | -614.3% | +203.5% |
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 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