-16.5%
SOUN vs IQV
+23.2%
-39.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.3% |
| 7D | -7.1% | -2.2% | -4.9% | -6.0% |
| 30D | -15.4% | +8.3% | -23.7% | -19.2% |
| 3M | -10.6% | +44.6% | -55.1% | -29.9% |
| 6M | -19.6% | +52.6% | -72.2% | -39.4% |
| YTD | -37.2% | +16.1% | -53.3% | -44.1% |
| 1Y | -57.1% | +37.3% | -94.3% | -65.8% |
| 3Y | +178.2% | +21.6% | +156.7% | +128.6% |
| All | -16.5% | +23.2% | -39.7% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling