+31.0%
SWKS vs IQV
+234.0%
-203.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +3.6% |
| 7D | +11.8% | +0.3% | +11.5% | +11.5% |
| 30D | +6.7% | +8.6% | -1.9% | +1.7% |
| 3M | 0.0% | +41.1% | -41.1% | -19.5% |
| 6M | +38.7% | +48.6% | -9.8% | +6.6% |
| YTD | +21.4% | +15.0% | +6.4% | +6.4% |
| 1Y | +2.9% | +38.1% | -35.2% | -20.2% |
| 3Y | -16.4% | +21.4% | -37.8% | -33.1% |
| 5Y | -51.2% | -1.0% | -50.1% | -56.2% |
| 10Y | +31.0% | +233.0% | -201.9% | -43.8% |
| All | +31.0% | +234.0% | -203.0% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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