+225.5%
HOOD vs NI
+91.9%
+133.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -9.1% | -0.6% | -8.6% | -8.9% |
| 30D | +20.1% | -1.4% | +21.5% | +20.6% |
| 3M | +31.2% | -10.6% | +41.8% | +36.9% |
| 6M | +44.3% | -9.9% | +54.2% | +49.4% |
| YTD | +0.2% | +1.2% | -1.0% | -2.0% |
| 1Y | -3.5% | +4.4% | -7.9% | -7.1% |
| 3Y | +955.2% | +68.6% | +886.6% | +734.0% |
| 5Y | +175.3% | +98.0% | +77.3% | +134.1% |
| All | +225.5% | +91.9% | +133.6% | +171.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling