-7.5%
IGV vs SWK
+87.6%
-95.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +13.1% | -12.2% | +0.1% |
| 7D | -7.5% | +17.9% | -25.4% | -8.4% |
| 30D | -5.6% | +31.9% | -37.6% | -7.3% |
| 3M | +1.5% | +16.6% | -15.0% | +0.5% |
| 6M | +17.1% | +61.1% | -44.0% | +14.4% |
| YTD | -2.0% | +64.2% | -66.2% | -4.9% |
| 1Y | -7.5% | +85.2% | -92.7% | -12.4% |
| All | -7.5% | +87.6% | -95.2% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling