+250.7%
HOOD vs NI
+91.8%
+158.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.8% |
| 7D | +17.1% | +2.0% | +15.1% | +16.3% |
| 30D | +31.6% | -3.5% | +35.1% | +33.4% |
| 3M | +38.2% | -9.1% | +47.4% | +43.0% |
| 6M | +48.5% | -11.8% | +60.4% | +55.6% |
| YTD | +8.0% | +1.1% | +6.9% | +5.6% |
| 1Y | +18.7% | +6.7% | +12.0% | +13.1% |
| 3Y | +999.1% | +71.1% | +928.0% | +763.9% |
| 5Y | +181.7% | +94.3% | +87.4% | +136.6% |
| All | +250.7% | +91.8% | +158.9% | +192.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling