+77.5%
SWK vs IOVA
+255.8%
-178.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.2% | -0.4% |
| 7D | +11.0% | -5.2% | +16.2% | +11.0% |
| 30D | +30.1% | -37.8% | +67.8% | +29.8% |
| 3M | +14.7% | +29.5% | -14.8% | +13.3% |
| 6M | +44.5% | +96.6% | -52.1% | +41.1% |
| YTD | +59.4% | +194.5% | -135.1% | +54.9% |
| 1Y | +77.5% | +248.1% | -170.5% | +71.3% |
| All | +77.5% | +255.8% | -178.2% | +71.3% |
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