-13.6%
SOUN vs IQV
+20.9%
-34.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | -4.4% | -2.6% | -1.8% | -3.1% |
| 30D | -13.1% | +6.2% | -19.3% | -16.1% |
| 3M | -7.7% | +38.0% | -45.7% | -25.5% |
| 6M | -21.2% | +43.9% | -65.1% | -38.4% |
| YTD | -35.0% | +14.0% | -49.0% | -41.6% |
| 1Y | -56.4% | +35.5% | -91.9% | -65.0% |
| 3Y | +181.7% | +20.3% | +161.4% | +133.1% |
| All | -13.6% | +20.9% | -34.5% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling