-61.1%
IRWD price history and return analytics
+57.5%
-118.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.2% |
| 7D | +37.4% | -0.1% | +37.6% | +37.3% |
| 30D | +25.9% | -3.1% | +29.0% | +29.2% |
| 3M | +18.8% | -3.5% | +22.3% | +22.3% |
| 6M | +14.0% | +0.5% | +13.5% | +13.3% |
| YTD | +42.7% | +10.8% | +32.0% | +31.5% |
| 1Y | +90.1% | +11.9% | +78.2% | +73.8% |
| 3Y | -50.6% | +73.0% | -123.6% | -64.6% |
| 5Y | -61.1% | +58.6% | -119.7% | -70.4% |
| All | -61.1% | +57.5% | -118.7% | -70.4% |
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