+0.6%
SWKS vs IQV
+38.2%
-37.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.4% |
| 7D | -6.2% | +1.7% | -7.8% | -6.7% |
| 30D | -1.5% | +5.3% | -6.8% | -3.2% |
| 3M | +23.0% | +17.0% | +6.0% | +16.5% |
| 6M | +27.6% | +54.0% | -26.4% | +7.8% |
| YTD | +32.3% | +20.6% | +11.7% | +22.4% |
| 1Y | +20.1% | +28.9% | -8.8% | +7.3% |
| 3Y | +0.6% | +37.0% | -36.4% | -18.5% |
| All | +0.6% | +38.2% | -37.6% | -18.5% |
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 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