+81.1%
JNUG vs SPY
+21.3%
+59.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.0% | +5.4% | +2.0% |
| 7D | -4.6% | +0.3% | -4.9% | -5.2% |
| 30D | +62.7% | +0.2% | +62.5% | +62.0% |
| 3M | +28.0% | +2.8% | +25.2% | +19.5% |
| 6M | -28.2% | +14.3% | -42.5% | -53.0% |
| YTD | +0.5% | +14.0% | -13.5% | -33.0% |
| All | +81.1% | +21.3% | +59.8% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling