+535.9%
IQV vs SWK
+71.7%
+464.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.3% |
| 3M | +43.3% | +24.1% | +19.2% | +29.2% |
| 6M | +50.5% | +24.7% | +25.8% | +34.1% |
| YTD | +18.8% | +33.9% | -15.2% | +1.7% |
| 1Y | +45.5% | +34.7% | +10.8% | +23.4% |
| 3Y | +19.4% | +15.3% | +4.1% | +4.9% |
| 5Y | +1.7% | -39.3% | +41.0% | +14.6% |
| 10Y | +247.9% | +2.5% | +245.5% | +183.3% |
| All | +535.9% | +71.7% | +464.2% | +350.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling