+3.4%
NU vs BSX
-55.6%
+58.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.2% |
| 7D | +7.5% | +2.0% | +5.4% | +7.2% |
| 30D | +6.1% | +0.1% | +6.0% | +6.3% |
| 3M | +26.8% | -2.1% | +29.0% | +27.4% |
| 6M | +2.5% | -33.8% | +36.3% | +8.6% |
| YTD | -8.2% | -49.9% | +41.7% | +4.3% |
| 1Y | +3.4% | -55.4% | +58.8% | +18.6% |
| All | +3.4% | -55.6% | +58.9% | +18.6% |
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