+62.2%
IGV vs SOUN
-28.0%
+90.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | -5.4% | -6.8% | +1.4% | -5.0% |
| 30D | -2.6% | -15.2% | +12.6% | -1.6% |
| 3M | +10.5% | -7.0% | +17.5% | +10.8% |
| 6M | +18.2% | -20.5% | +38.7% | +19.3% |
| YTD | -4.2% | -37.0% | +32.8% | -2.2% |
| 1Y | -9.8% | -55.3% | +45.5% | -6.5% |
| 3Y | +39.1% | +173.0% | -133.9% | +28.5% |
| All | +62.2% | -28.0% | +90.2% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling