-71.4%
SOUN vs IOVA
+362.8%
-434.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.3% | +5.0% |
| 7D | -2.7% | -41.3% | +38.6% | +1.3% |
| 30D | -26.5% | -38.5% | +12.0% | -23.8% |
| 3M | -33.6% | +99.5% | -133.2% | -39.5% |
| 6M | -54.4% | +126.0% | -180.4% | -59.1% |
| YTD | -56.7% | +218.7% | -275.4% | -63.3% |
| 1Y | -71.4% | +378.0% | -449.5% | -75.1% |
| All | -71.4% | +362.8% | -434.2% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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