+225.5%
HOOD vs NUE
+173.0%
+52.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.7% | -1.3% |
| 7D | -9.1% | -2.7% | -6.5% | -8.1% |
| 30D | +20.1% | -6.1% | +26.1% | +23.1% |
| 3M | +31.2% | +2.2% | +29.0% | +28.5% |
| 6M | +44.3% | +50.8% | -6.5% | +18.7% |
| YTD | +0.2% | +57.5% | -57.3% | -19.4% |
| 1Y | -3.5% | +82.5% | -86.0% | -27.4% |
| 3Y | +955.2% | +61.7% | +893.5% | +702.3% |
| 5Y | +175.3% | +145.1% | +30.1% | +74.5% |
| All | +225.5% | +173.0% | +52.5% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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