-91.6%
SOXS vs IQV
+25.1%
-116.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.7% |
| 7D | +46.7% | -5.5% | +52.1% | +48.1% |
| 30D | +97.0% | -0.9% | +97.8% | +96.3% |
| 3M | +39.5% | +15.6% | +23.9% | +34.1% |
| 6M | -54.9% | +63.9% | -118.8% | -52.8% |
| YTD | -90.4% | +17.0% | -107.4% | -91.8% |
| 1Y | -91.6% | +25.0% | -116.7% | -92.8% |
| All | -91.6% | +25.1% | -116.7% | -92.8% |
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