+2.9%
SWKS vs IQV
+39.6%
-36.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.0% |
| 7D | +11.8% | +0.3% | +11.5% | +11.8% |
| 30D | +6.7% | +8.6% | -1.9% | +6.2% |
| 3M | 0.0% | +41.1% | -41.1% | -2.7% |
| 6M | +38.7% | +48.6% | -9.8% | +32.9% |
| YTD | +21.4% | +15.0% | +6.4% | +21.1% |
| 1Y | +2.9% | +38.1% | -35.2% | -2.5% |
| All | +2.9% | +39.6% | -36.7% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling