+283.3%
NUGT vs SPY
+79.8%
+203.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.1% |
| 7D | -10.7% | -2.0% | -8.7% | -8.2% |
| 30D | +10.6% | -1.7% | +12.3% | +13.5% |
| 3M | +56.7% | +4.7% | +51.9% | +49.1% |
| 6M | -27.0% | +12.5% | -39.5% | -34.7% |
| YTD | -2.3% | +11.7% | -14.0% | -11.2% |
| 1Y | +43.9% | +17.5% | +26.4% | +24.5% |
| 3Y | +521.0% | +76.6% | +444.4% | +233.7% |
| 5Y | +283.3% | +82.0% | +201.3% | +85.2% |
| All | +283.3% | +79.8% | +203.5% | +85.2% |
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