+1,101.8%
NBIS vs HOOD
+330.5%
+771.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.4% |
| 7D | +17.8% | +7.7% | +10.0% | +11.3% |
| 30D | +30.5% | +22.0% | +8.6% | +12.8% |
| 3M | +9.2% | +37.6% | -28.4% | -13.2% |
| 6M | +153.2% | +45.3% | +107.9% | +87.2% |
| YTD | +187.1% | +1.9% | +185.2% | +164.0% |
| 1Y | +151.1% | -2.7% | +153.8% | +135.7% |
| All | +1,101.8% | +330.5% | +771.3% | +411.3% |
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