-55.3%
SOUN vs IOVA
+244.9%
-300.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.4% | -2.7% |
| 7D | -6.8% | -6.4% | -0.4% | -6.1% |
| 30D | -15.2% | +25.4% | -40.7% | -17.8% |
| 3M | -7.0% | +115.3% | -122.3% | -16.0% |
| 6M | -20.5% | +56.5% | -77.0% | -26.1% |
| YTD | -37.0% | +198.2% | -235.2% | -47.2% |
| 1Y | -55.3% | +242.0% | -297.3% | -59.6% |
| All | -55.3% | +244.9% | -300.2% | -59.6% |
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