+178.2%
SOUN vs IQV
+22.1%
+156.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.4% |
| 7D | -7.1% | -2.2% | -4.9% | -5.9% |
| 30D | -15.4% | +8.3% | -23.7% | -19.5% |
| 3M | -10.6% | +44.6% | -55.1% | -31.8% |
| 6M | -19.6% | +52.6% | -72.2% | -41.5% |
| YTD | -37.2% | +16.1% | -53.3% | -44.6% |
| 1Y | -57.1% | +37.3% | -94.3% | -66.9% |
| 3Y | +178.2% | +21.6% | +156.7% | +112.5% |
| All | +178.2% | +22.1% | +156.2% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling