+271.3%
HOOD vs NU
+5.2%
+266.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.0% | +0.2% | -1.7% |
| 7D | +3.8% | +0.8% | +3.0% | +3.4% |
| 30D | -26.4% | -24.1% | -2.3% | -15.6% |
| 3M | -14.3% | -12.8% | -1.5% | -10.0% |
| 6M | +3.9% | -10.9% | +14.8% | +7.8% |
| YTD | -28.1% | -29.3% | +1.3% | -15.8% |
| 1Y | -38.8% | -26.9% | -11.9% | -29.5% |
| 3Y | +888.5% | +38.8% | +849.6% | +739.0% |
| All | +271.3% | +5.2% | +266.1% | +160.1% |
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