+543.2%
NBIS vs HOOD
+203.8%
+339.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -3.8% | -13.0% | -14.5% |
| 7D | +6.9% | +3.8% | +3.1% | +5.5% |
| 30D | -37.8% | -26.4% | -11.4% | -23.9% |
| 3M | -50.4% | -14.3% | -36.1% | -46.4% |
| 6M | -28.2% | +3.9% | -32.1% | -32.6% |
| YTD | +53.7% | -28.1% | +81.8% | +76.3% |
| 1Y | +36.3% | -38.8% | +75.2% | +72.6% |
| All | +543.2% | +203.8% | +339.4% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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