+45.4%
NU vs BDX
+1.9%
+43.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.7% |
| 7D | -4.2% | -5.4% | +1.2% | -2.7% |
| 30D | +10.0% | -2.2% | +12.2% | +10.7% |
| 3M | +29.3% | +20.1% | +9.2% | +21.9% |
| 6M | +0.9% | +9.1% | -8.1% | -2.0% |
| YTD | -10.3% | +17.9% | -28.2% | -14.8% |
| 1Y | -3.2% | +22.1% | -25.2% | -9.2% |
| 3Y | +120.6% | -10.5% | +131.1% | +126.1% |
| All | +45.4% | +1.9% | +43.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling