+131.0%
HOOD vs NUE
+147.6%
-16.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +3.8% | +6.1% | -2.4% | +1.3% |
| 30D | -26.4% | +2.7% | -29.1% | -27.2% |
| 3M | -14.3% | -3.8% | -10.4% | -13.4% |
| 6M | +3.9% | +14.0% | -10.1% | -3.3% |
| YTD | -28.1% | +61.2% | -89.3% | -42.7% |
| 1Y | -38.8% | +77.8% | -116.6% | -53.3% |
| 3Y | +888.5% | +78.2% | +810.3% | +626.9% |
| 5Y | +131.0% | +149.8% | -18.8% | +50.8% |
| All | +131.0% | +147.6% | -16.6% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling