+244.7%
IQV vs SWK
+3.3%
+241.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.8% |
| 7D | +2.3% | -0.4% | +2.7% | +2.5% |
| 30D | +13.4% | -5.7% | +19.2% | +16.4% |
| 3M | +43.3% | +24.1% | +19.2% | +28.8% |
| 6M | +50.5% | +24.7% | +25.8% | +33.7% |
| YTD | +18.8% | +33.9% | -15.2% | +1.3% |
| 1Y | +45.5% | +34.7% | +10.8% | +22.8% |
| 3Y | +19.4% | +15.3% | +4.1% | +4.5% |
| 5Y | +1.7% | -39.3% | +41.0% | +15.6% |
| All | +244.7% | +3.3% | +241.4% | +178.8% |
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