+36.2%
SWKS vs IOVA
+207.9%
-171.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.1% |
| 7D | +9.4% | -3.5% | +12.9% | +9.5% |
| 30D | +17.0% | -45.4% | +62.4% | +17.8% |
| 3M | +28.9% | +19.0% | +9.9% | +26.0% |
| 6M | +33.1% | +112.0% | -78.9% | +26.4% |
| YTD | +44.8% | +184.2% | -139.5% | +37.1% |
| 1Y | +36.2% | +222.0% | -185.8% | +28.9% |
| All | +36.2% | +207.9% | -171.7% | +28.9% |
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 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