+32.4%
SWKS vs IQV
+259.6%
-227.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.6% |
| 7D | -2.7% | +7.9% | -10.6% | -6.7% |
| 30D | +8.5% | +7.3% | +1.2% | +4.3% |
| 3M | +17.3% | +16.8% | +0.5% | +7.1% |
| 6M | +25.1% | +56.0% | -30.9% | -5.8% |
| YTD | +33.3% | +23.7% | +9.6% | +12.0% |
| 1Y | +22.9% | +32.5% | -9.6% | -1.3% |
| 3Y | +5.5% | +45.3% | -39.8% | -24.3% |
| 5Y | -41.9% | +10.7% | -52.6% | -51.3% |
| 10Y | +32.4% | +259.0% | -226.5% | -44.3% |
| All | +32.4% | +259.6% | -227.2% | -44.3% |
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