-71.4%
SOUN vs IQV
+25.1%
-96.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +4.7% |
| 7D | -2.7% | -5.5% | +2.8% | -0.8% |
| 30D | -26.5% | -0.9% | -25.7% | -26.3% |
| 3M | -33.6% | +15.6% | -49.2% | -36.7% |
| 6M | -54.4% | +63.9% | -118.3% | -64.4% |
| YTD | -56.7% | +17.0% | -73.7% | -60.4% |
| 1Y | -71.4% | +25.0% | -96.5% | -74.4% |
| All | -71.4% | +25.1% | -96.5% | -74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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