-7.5%
IGV vs SOUN
-73.4%
+65.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.4% |
| 7D | -7.5% | -2.7% | -4.8% | -6.8% |
| 30D | -5.6% | -26.5% | +20.9% | +2.1% |
| 3M | +1.5% | -33.6% | +35.2% | +12.1% |
| 6M | +17.1% | -54.4% | +71.5% | +41.9% |
| YTD | -2.0% | -56.7% | +54.7% | +15.6% |
| 1Y | -7.5% | -71.4% | +63.9% | +19.6% |
| All | -7.5% | -73.4% | +65.9% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 1y: compounded portfolio wealth divided by compounded SOUN 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…
1y analysis · Full analysis span regression · 6 months rolling