+992.6%
HOOD vs NEM
+249.7%
+742.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.6% |
| 7D | +13.4% | +3.9% | +9.5% | +11.8% |
| 30D | +25.8% | +12.7% | +13.1% | +19.9% |
| 3M | +38.0% | +28.7% | +9.3% | +23.8% |
| 6M | +52.2% | +9.8% | +42.4% | +45.0% |
| YTD | +3.7% | +28.1% | -24.4% | -7.4% |
| 1Y | +0.1% | +69.3% | -69.3% | -21.5% |
| 3Y | +992.6% | +247.7% | +744.9% | +507.1% |
| All | +992.6% | +249.7% | +742.8% | +507.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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