+27.6%
SWKS vs IQV
+50.7%
-23.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +1.4% |
| 7D | -6.2% | +1.7% | -7.8% | -6.0% |
| 30D | -1.5% | +5.3% | -6.8% | -0.8% |
| 3M | +23.0% | +17.0% | +6.0% | +26.1% |
| 6M | +27.6% | +54.0% | -26.4% | +41.6% |
| All | +27.6% | +50.7% | -23.1% | +41.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling