+707.0%
HOOD vs NXT
+208.8%
+498.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.9% | +3.1% | -2.2% |
| 7D | +3.8% | -6.0% | +9.8% | +5.3% |
| 30D | -26.4% | +5.4% | -31.8% | -27.4% |
| 3M | -14.3% | -9.7% | -4.6% | -12.7% |
| 6M | +3.9% | -25.3% | +29.3% | +9.7% |
| YTD | -28.1% | +7.5% | -35.5% | -30.4% |
| 1Y | -38.8% | -3.0% | -35.8% | -39.6% |
| 3Y | +888.5% | +171.4% | +717.1% | +671.6% |
| All | +707.0% | +208.8% | +498.2% | +471.0% |
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