+7.5%
IQV vs SOXQ
+286.7%
-279.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.2% |
| 7D | -2.2% | +0.8% | -3.0% | -2.5% |
| 30D | +8.3% | -4.6% | +12.9% | +9.7% |
| 3M | +44.6% | -10.2% | +54.7% | +46.3% |
| 6M | +52.6% | +49.7% | +2.9% | +22.9% |
| YTD | +16.1% | +67.2% | -51.1% | -11.0% |
| 1Y | +37.3% | +98.0% | -60.7% | -3.0% |
| 3Y | +21.6% | +237.2% | -215.6% | -36.5% |
| 5Y | +0.5% | +261.3% | -260.8% | -51.6% |
| All | +7.5% | +286.7% | -279.1% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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