-36.1%
HOOD vs IOVA
+362.8%
-398.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.1% |
| 7D | -4.4% | -41.3% | +36.9% | -1.1% |
| 30D | -23.4% | -38.5% | +15.1% | -21.1% |
| 3M | -6.5% | +99.5% | -106.1% | -14.4% |
| 6M | +14.2% | +126.0% | -111.8% | +2.1% |
| YTD | -22.7% | +218.7% | -241.4% | -33.7% |
| 1Y | -36.1% | +378.0% | -414.1% | -42.6% |
| All | -36.1% | +362.8% | -398.9% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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