+992.6%
HOOD vs NU
+124.8%
+867.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +13.4% | +6.0% | +7.3% | +8.8% |
| 30D | +25.8% | +10.8% | +15.0% | +16.3% |
| 3M | +38.0% | +32.2% | +5.8% | +11.9% |
| 6M | +52.2% | +5.1% | +47.1% | +45.9% |
| YTD | +3.7% | -8.4% | +12.2% | +9.1% |
| 1Y | +0.1% | +0.7% | -0.7% | -1.3% |
| 3Y | +992.6% | +125.1% | +867.4% | +590.1% |
| All | +992.6% | +124.8% | +867.8% | +590.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling