+963.5%
HOOD vs NI
+70.0%
+893.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.5% |
| 7D | +7.7% | +1.3% | +6.5% | +7.2% |
| 30D | +22.0% | -0.3% | +22.2% | +21.9% |
| 3M | +37.6% | -9.5% | +47.1% | +43.2% |
| 6M | +45.3% | -10.2% | +55.5% | +51.2% |
| YTD | +1.9% | +1.8% | +0.2% | -1.7% |
| 1Y | -2.7% | +5.7% | -8.4% | -8.1% |
| All | +963.5% | +70.0% | +893.5% | +703.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling