-60.4%
IRWD price history and return analytics
+57.0%
-117.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +10.0% | +2.4% | +7.7% | +7.9% |
| 30D | +34.2% | -1.5% | +35.7% | +35.8% |
| 3M | +18.4% | -4.1% | +22.5% | +22.6% |
| 6M | +31.2% | +0.6% | +30.7% | +30.4% |
| YTD | +43.3% | +11.0% | +32.3% | +31.8% |
| 1Y | +43.3% | +13.3% | +30.0% | +29.8% |
| 3Y | -48.6% | +73.4% | -122.0% | -63.2% |
| All | -60.4% | +57.0% | -117.4% | -69.7% |
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 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