-7.4%
NUMG vs SPY
+12.3%
-19.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.1% | +0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -7.5% | -3.3% | -4.1% | -3.6% |
| 3M | -8.1% | -2.4% | -5.7% | -5.2% |
| 6M | -3.4% | +2.6% | -6.0% | -5.9% |
| YTD | -7.1% | +11.2% | -18.3% | -17.7% |
| All | -7.4% | +12.3% | -19.8% | -18.3% |
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