+259.0%
IQV vs SWK
+32.9%
+226.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.3% | +1.3% |
| 7D | +7.9% | +10.7% | -2.8% | +2.7% |
| 30D | +7.3% | +33.3% | -26.0% | -6.1% |
| 3M | +16.8% | +14.7% | +2.1% | +9.0% |
| 6M | +56.0% | +48.5% | +7.5% | +28.3% |
| YTD | +23.7% | +63.9% | -40.2% | -4.3% |
| 1Y | +32.5% | +80.4% | -47.9% | -2.3% |
| 3Y | +45.3% | +58.1% | -12.8% | +9.6% |
| 5Y | +10.7% | -24.5% | +35.2% | +13.6% |
| 10Y | +259.0% | +29.5% | +229.5% | +170.6% |
| All | +259.0% | +32.9% | +226.1% | +170.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling