+280.3%
HOOD vs NU
+9.9%
+270.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.2% | +1.5% |
| 7D | -0.6% | +6.4% | -7.0% | -3.7% |
| 30D | -23.6% | -23.3% | -0.2% | -12.9% |
| 3M | -10.7% | -10.7% | 0.0% | -7.4% |
| 6M | +8.2% | -10.4% | +18.6% | +11.8% |
| YTD | -26.3% | -26.2% | -0.2% | -15.7% |
| 1Y | -36.1% | -22.1% | -14.0% | -28.8% |
| 3Y | +950.7% | +49.6% | +901.1% | +759.6% |
| All | +280.3% | +9.9% | +270.4% | +160.2% |
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