+250.7%
HOOD vs NEM
+135.8%
+114.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.5% |
| 7D | +17.1% | +0.3% | +16.8% | +17.2% |
| 30D | +31.6% | +23.1% | +8.5% | +23.4% |
| 3M | +38.2% | +18.5% | +19.8% | +30.9% |
| 6M | +48.5% | +7.8% | +40.8% | +44.0% |
| YTD | +8.0% | +29.1% | -21.1% | -0.5% |
| 1Y | +18.7% | +72.7% | -54.0% | +0.3% |
| 3Y | +999.1% | +248.7% | +750.4% | +669.3% |
| 5Y | +181.7% | +148.7% | +33.0% | +105.3% |
| All | +250.7% | +135.8% | +114.9% | +154.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling