+17.5%
SWK vs IOVA
+44.8%
-27.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | -0.4% | +9.7% | -10.2% | -1.3% |
| 30D | -5.7% | +102.5% | -108.3% | -12.9% |
| 3M | +24.1% | +100.7% | -76.6% | +13.9% |
| 6M | +24.7% | +106.3% | -81.6% | +12.8% |
| YTD | +33.9% | +222.0% | -188.0% | +13.8% |
| 1Y | +34.7% | +299.5% | -264.9% | +9.9% |
| All | +17.5% | +44.8% | -27.3% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling