-36.1%
HOOD vs IQV
+25.1%
-61.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.6% | +1.8% |
| 7D | -4.4% | -5.5% | +1.1% | -2.0% |
| 30D | -23.4% | -0.9% | -22.5% | -23.1% |
| 3M | -6.5% | +15.6% | -22.1% | -11.4% |
| 6M | +14.2% | +63.9% | -49.7% | -11.2% |
| YTD | -22.7% | +17.0% | -39.7% | -30.6% |
| 1Y | -36.1% | +25.0% | -61.1% | -43.7% |
| All | -36.1% | +25.1% | -61.2% | -43.7% |
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