-66.7%
IRWD price history and return analytics
+53.4%
-120.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.7% |
| 7D | +25.4% | -2.3% | +27.7% | +27.6% |
| 30D | +17.1% | -5.0% | +22.0% | +22.0% |
| 3M | +3.1% | -4.9% | +7.9% | +7.4% |
| 6M | -9.1% | -1.5% | -7.6% | -8.0% |
| YTD | +30.3% | +8.5% | +21.8% | +22.1% |
| 1Y | +114.1% | +11.4% | +102.8% | +97.2% |
| 3Y | -52.3% | +70.1% | -122.4% | -65.3% |
| All | -66.7% | +53.4% | -120.1% | -73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling