+184.4%
SW vs IQV
+252.3%
-67.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | +2.2% | +4.8% | -2.6% | +0.9% |
| 30D | +7.4% | +5.9% | +1.6% | +5.6% |
| 3M | -5.9% | +13.7% | -19.6% | -9.4% |
| 6M | +9.0% | +54.0% | -45.0% | -4.2% |
| YTD | +18.1% | +22.1% | -3.9% | +9.8% |
| 1Y | +28.7% | +29.1% | -0.5% | +17.7% |
| 3Y | +48.8% | +40.4% | +8.4% | +30.5% |
| 5Y | +2.5% | +9.1% | -6.7% | -6.4% |
| 10Y | +184.4% | +251.2% | -66.8% | +117.6% |
| All | +184.4% | +252.3% | -67.9% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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