-36.1%
HOOD vs NI
+9.5%
-45.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +2.2% |
| 7D | -4.4% | +3.9% | -8.3% | -4.0% |
| 30D | -23.4% | +15.3% | -38.7% | -22.4% |
| 3M | -6.5% | +2.4% | -8.9% | -5.4% |
| 6M | +14.2% | -4.5% | +18.7% | +16.9% |
| YTD | -22.7% | +11.4% | -34.1% | -28.0% |
| 1Y | -36.1% | +8.5% | -44.6% | -37.1% |
| All | -36.1% | +9.5% | -45.6% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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