+973.2%
IGV vs ARWR
+104.4%
+868.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | -4.5% | +1.7% | -6.2% | -4.5% |
| 30D | +3.2% | -0.7% | +3.9% | +3.2% |
| 3M | +4.5% | +14.9% | -10.3% | +4.3% |
| 6M | +22.1% | +32.6% | -10.5% | +21.7% |
| YTD | -1.0% | +30.0% | -31.1% | -1.4% |
| 1Y | -2.1% | +208.4% | -210.5% | -3.4% |
| 3Y | +44.6% | +208.8% | -164.2% | +42.1% |
| 5Y | +22.2% | +27.8% | -5.7% | +20.7% |
| 10Y | +364.7% | +1,107.6% | -742.8% | +350.6% |
| All | +973.2% | +104.4% | +868.8% | +976.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling