+25.0%
IQV vs SWK
+87.6%
-62.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +13.1% | -12.6% | -1.4% |
| 7D | -5.5% | +17.9% | -23.4% | -7.9% |
| 30D | -0.9% | +31.9% | -32.8% | -5.2% |
| 3M | +15.6% | +16.6% | -1.0% | +12.9% |
| 6M | +63.9% | +61.1% | +2.8% | +49.6% |
| YTD | +17.0% | +64.2% | -47.2% | +5.1% |
| 1Y | +25.0% | +85.2% | -60.2% | +8.5% |
| All | +25.0% | +87.6% | -62.6% | +8.5% |
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