+49.3%
SW vs IQV
+34.7%
+14.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | +4.7% | -3.7% | +8.4% | +5.8% |
| 30D | +5.0% | +1.9% | +3.1% | +4.1% |
| 3M | -7.3% | +12.2% | -19.5% | -11.0% |
| 6M | +15.0% | +50.1% | -35.2% | -0.6% |
| YTD | +18.5% | +17.5% | +1.0% | +10.8% |
| 1Y | +27.1% | +26.1% | +1.1% | +15.6% |
| All | +49.3% | +34.7% | +14.6% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling