+354.4%
SWKS vs IQV
+528.8%
-174.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.6% |
| 7D | -3.1% | +4.8% | -7.9% | -5.6% |
| 30D | +8.3% | +5.9% | +2.5% | +4.8% |
| 3M | +20.2% | +13.7% | +6.5% | +11.3% |
| 6M | +24.9% | +54.0% | -29.0% | -5.5% |
| YTD | +33.2% | +22.1% | +11.1% | +12.3% |
| 1Y | +23.6% | +29.1% | -5.6% | +0.5% |
| 3Y | +1.3% | +40.4% | -39.1% | -25.8% |
| 5Y | -40.6% | +9.1% | -49.7% | -50.0% |
| 10Y | +35.3% | +251.2% | -215.9% | -46.5% |
| All | +354.4% | +528.8% | -174.4% | +45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling