-24.1%
NU vs BSX
-53.7%
+29.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.3% | -2.1% | +2.6% |
| 7D | +0.2% | +8.0% | -7.8% | -0.7% |
| 30D | -21.0% | +8.1% | -29.1% | -21.7% |
| 3M | -16.3% | -6.7% | -9.7% | -15.7% |
| 6M | -15.3% | -19.4% | +4.1% | -13.2% |
| YTD | -28.4% | -51.9% | +23.6% | -18.1% |
| 1Y | -24.1% | -53.6% | +29.5% | -12.2% |
| All | -24.1% | -53.7% | +29.6% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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