-99.8%
SOXS vs IQV
+46.0%
-145.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.4% | -8.8% | -9.8% |
| 7D | -7.0% | +2.3% | -9.3% | -7.6% |
| 30D | +2.8% | +13.4% | -10.6% | -0.8% |
| 3M | -9.8% | +43.3% | -53.1% | -14.3% |
| 6M | -99.2% | +50.5% | -149.7% | -99.4% |
| YTD | -99.5% | +18.8% | -118.3% | -99.7% |
| 1Y | -99.8% | +45.5% | -145.2% | -99.8% |
| All | -99.8% | +46.0% | -145.7% | -99.8% |
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