+516.2%
NUGT vs SPY
+77.0%
+439.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +0.7% |
| 7D | -4.7% | -0.8% | -4.0% | -3.5% |
| 30D | +11.0% | -1.1% | +12.1% | +13.3% |
| 3M | +44.5% | +3.9% | +40.7% | +37.7% |
| 6M | -22.6% | +13.6% | -36.2% | -32.8% |
| YTD | -0.3% | +12.7% | -12.9% | -11.8% |
| 1Y | +41.4% | +17.5% | +23.9% | +20.2% |
| 3Y | +516.2% | +76.9% | +439.3% | +213.3% |
| All | +516.2% | +77.0% | +439.2% | +213.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling