-53.0%
SWKS vs IQV
+2.2%
-55.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +4.1% |
| 7D | +12.5% | +2.3% | +10.2% | +11.4% |
| 30D | +10.5% | +13.4% | -2.9% | +4.5% |
| 3M | -7.4% | +43.3% | -50.7% | -22.3% |
| 6M | +32.7% | +50.5% | -17.9% | +7.2% |
| YTD | +19.2% | +18.8% | +0.4% | +7.1% |
| 1Y | +2.4% | +45.5% | -43.1% | -18.4% |
| 3Y | -25.6% | +19.4% | -45.0% | -36.6% |
| All | -53.0% | +2.2% | -55.3% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling