+20.8%
SWK vs IOVA
+7.2%
+13.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.3% | -7.0% | +4.7% | -1.6% |
| 30D | +30.4% | -44.4% | +74.9% | +36.7% |
| 3M | +12.1% | +24.7% | -12.5% | +6.5% |
| 6M | +49.1% | +118.6% | -69.6% | +30.3% |
| YTD | +60.4% | +196.3% | -135.9% | +32.4% |
| 1Y | +78.3% | +205.3% | -127.0% | +46.0% |
| 3Y | +53.3% | +103.8% | -50.5% | +18.5% |
| 5Y | -27.0% | -65.6% | +38.6% | -36.1% |
| 10Y | +20.8% | +6.4% | +14.4% | -7.9% |
| All | +20.8% | +7.2% | +13.7% | -7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling