-24.0%
NUG vs SPY
+15.3%
-39.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +1.1% |
| 7D | +11.2% | +0.5% | +10.6% | +9.7% |
| 30D | +19.3% | -0.9% | +20.2% | +23.1% |
| 3M | +62.5% | +3.9% | +58.6% | +45.2% |
| 6M | -4.4% | +14.5% | -19.0% | -39.2% |
| YTD | -32.0% | +12.9% | -44.9% | -53.8% |
| All | -24.0% | +15.3% | -39.3% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling