+123.6%
HOOD vs NUE
+169.7%
-46.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.8% | -2.8% |
| 7D | -3.8% | +2.8% | -6.5% | -4.8% |
| 30D | -23.0% | -2.1% | -20.9% | -22.2% |
| 3M | -21.6% | -7.3% | -14.3% | -19.6% |
| 6M | +1.4% | +8.9% | -7.4% | -3.9% |
| YTD | -31.2% | +55.6% | -86.8% | -44.6% |
| 1Y | -35.9% | +74.7% | -110.6% | -51.0% |
| 3Y | +836.9% | +71.7% | +765.3% | +596.8% |
| 5Y | +121.1% | +141.2% | -20.1% | +39.0% |
| All | +123.6% | +169.7% | -46.1% | +34.9% |
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