+426.2%
HOOD vs NU
+33.3%
+392.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.6% |
| 7D | +7.7% | -2.6% | +10.3% | +9.4% |
| 30D | +22.0% | +8.2% | +13.7% | +16.7% |
| 3M | +37.6% | +26.3% | +11.4% | +21.3% |
| 6M | +45.3% | +2.2% | +43.0% | +43.4% |
| YTD | +1.9% | -10.4% | +12.3% | +7.5% |
| 1Y | -2.7% | -3.0% | +0.3% | -1.0% |
| 3Y | +973.4% | +120.3% | +853.1% | +640.7% |
| All | +426.2% | +33.3% | +392.8% | +231.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling