-25.2%
SWKS vs IQV
+19.4%
-44.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +4.0% |
| 7D | +12.5% | +2.3% | +10.2% | +11.7% |
| 30D | +10.5% | +13.4% | -2.9% | +6.0% |
| 3M | -7.4% | +43.3% | -50.7% | -18.9% |
| 6M | +32.7% | +50.5% | -17.9% | +12.8% |
| YTD | +19.2% | +18.8% | +0.4% | +10.9% |
| 1Y | +2.4% | +45.5% | -43.1% | -14.2% |
| All | -25.2% | +19.4% | -44.6% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling