+878.9%
HOOD vs IQV
+39.3%
+839.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.6% | -3.2% |
| 7D | +3.8% | +2.4% | +1.4% | +2.6% |
| 30D | -26.4% | +4.0% | -30.4% | -27.8% |
| 3M | -14.3% | +12.2% | -26.5% | -18.9% |
| 6M | +3.9% | +54.9% | -50.9% | -18.8% |
| YTD | -28.1% | +20.3% | -48.3% | -35.8% |
| 1Y | -38.8% | +22.7% | -61.6% | -46.2% |
| All | +878.9% | +39.3% | +839.7% | +792.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling