+1,064.1%
HOOD vs NXT
+181.9%
+882.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -4.2% |
| 7D | +13.4% | +2.9% | +10.5% | +12.6% |
| 30D | +25.8% | -17.2% | +43.0% | +31.3% |
| 3M | +38.0% | -32.0% | +70.0% | +49.5% |
| 6M | +52.2% | -15.8% | +68.0% | +56.5% |
| YTD | +3.7% | -1.9% | +5.7% | +2.9% |
| 1Y | +0.1% | +22.5% | -22.4% | -4.7% |
| 3Y | +992.6% | +100.5% | +892.0% | +814.2% |
| All | +1,064.1% | +181.9% | +882.2% | +744.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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