+18.7%
HOOD vs NU
+3.6%
+15.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -0.5% |
| 7D | +17.1% | +7.5% | +9.6% | +10.6% |
| 30D | +31.6% | +6.1% | +25.4% | +24.9% |
| 3M | +38.2% | +26.8% | +11.4% | +11.8% |
| 6M | +48.5% | +2.5% | +46.1% | +45.5% |
| YTD | +8.0% | -8.2% | +16.2% | +13.1% |
| 1Y | +18.7% | +3.4% | +15.3% | +4.8% |
| All | +18.7% | +3.6% | +15.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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