-65.4%
IRWD price history and return analytics
+223.7%
-289.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +4.3% |
| 7D | +35.3% | +0.4% | +34.9% | +34.5% |
| 30D | +22.5% | -2.6% | +25.1% | +25.3% |
| 3M | +8.3% | -3.2% | +11.6% | +11.4% |
| 6M | +10.9% | +0.9% | +10.0% | +9.8% |
| YTD | +38.9% | +11.3% | +27.6% | +27.2% |
| 1Y | +143.7% | +14.0% | +129.7% | +119.3% |
| 3Y | -50.8% | +75.8% | -126.7% | -68.7% |
| 5Y | -63.1% | +57.8% | -121.0% | -74.5% |
| 10Y | -65.4% | +219.8% | -285.2% | -86.7% |
| All | -65.4% | +223.7% | -289.0% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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