+85.2%
SWK vs IOVA
+362.8%
-277.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.5% | +14.6% | +13.1% |
| 7D | +17.9% | -41.3% | +59.1% | +17.5% |
| 30D | +31.9% | -38.5% | +70.5% | +31.5% |
| 3M | +16.6% | +99.5% | -83.0% | +16.1% |
| 6M | +61.1% | +126.0% | -64.8% | +59.8% |
| YTD | +64.2% | +218.7% | -154.5% | +65.0% |
| 1Y | +85.2% | +378.0% | -292.8% | +90.7% |
| All | +85.2% | +362.8% | -277.6% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling