+417.3%
HOOD vs NU
+33.5%
+383.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -9.1% | -4.2% | -4.9% | -7.0% |
| 30D | +20.1% | +10.0% | +10.0% | +13.9% |
| 3M | +31.2% | +29.3% | +2.0% | +14.3% |
| 6M | +44.3% | +0.9% | +43.4% | +43.5% |
| YTD | +0.2% | -10.3% | +10.5% | +5.6% |
| 1Y | -3.5% | -3.2% | -0.4% | -1.8% |
| 3Y | +955.2% | +120.6% | +834.7% | +627.6% |
| All | +417.3% | +33.5% | +383.7% | +226.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling