+1,111.4%
HOOD vs NXT
+178.8%
+932.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.4% |
| 7D | +17.1% | -1.1% | +18.2% | +17.4% |
| 30D | +31.6% | -15.3% | +46.9% | +36.6% |
| 3M | +38.2% | -43.8% | +82.0% | +56.1% |
| 6M | +48.5% | -18.7% | +67.2% | +53.9% |
| YTD | +8.0% | -3.0% | +11.0% | +7.3% |
| 1Y | +18.7% | +22.7% | -4.1% | +13.0% |
| 3Y | +999.1% | +95.9% | +903.2% | +824.0% |
| All | +1,111.4% | +178.8% | +932.6% | +780.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling