+51.0%
SWKS vs IQV
+250.3%
-199.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +4.0% | +3.4% |
| 7D | +10.9% | +2.4% | +8.5% | +9.4% |
| 30D | +17.6% | +4.0% | +13.6% | +14.9% |
| 3M | +29.2% | +12.2% | +17.0% | +20.6% |
| 6M | +37.0% | +54.9% | -17.9% | +3.5% |
| YTD | +44.9% | +20.3% | +24.7% | +23.6% |
| 1Y | +33.8% | +22.7% | +11.1% | +12.5% |
| 3Y | +10.2% | +38.3% | -28.1% | -18.7% |
| 5Y | -37.0% | +6.5% | -43.5% | -46.0% |
| All | +51.0% | +250.3% | -199.3% | -35.8% |
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