-7.6%
IGV vs SWK
+73.5%
-81.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.5% | -0.6% |
| 7D | +2.5% | -2.0% | +4.4% | +2.6% |
| 30D | -8.6% | +24.6% | -33.2% | -9.8% |
| 3M | -1.6% | +10.8% | -12.4% | -2.2% |
| 6M | +13.4% | +46.1% | -32.6% | +11.6% |
| YTD | -4.0% | +56.8% | -60.8% | -6.4% |
| 1Y | -7.6% | +72.7% | -80.4% | -11.3% |
| All | -7.6% | +73.5% | -81.1% | -11.3% |
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