-4.7%
NUGY vs SPY
+17.1%
-21.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.5% | +2.6% |
| 7D | +2.1% | -0.7% | +2.8% | +2.7% |
| 30D | +2.3% | -1.0% | +3.4% | +3.3% |
| 3M | -2.3% | -0.3% | -1.9% | -2.0% |
| 6M | -3.5% | +7.3% | -10.8% | -9.7% |
| YTD | -7.0% | +13.3% | -20.3% | -17.1% |
| All | -4.7% | +17.1% | -21.8% | -18.0% |
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