+41.5%
NU vs BSX
+3.9%
+37.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | -4.9% | -10.1% | +5.2% | -0.1% |
| 30D | +7.8% | -16.4% | +24.2% | +17.1% |
| 3M | +20.9% | -8.9% | +29.8% | +25.1% |
| 6M | +0.9% | -38.3% | +39.2% | +26.8% |
| YTD | -12.7% | -54.9% | +42.3% | +31.9% |
| 1Y | -6.4% | -58.8% | +52.4% | +50.0% |
| 3Y | +98.1% | -21.2% | +119.3% | +86.8% |
| All | +41.5% | +3.9% | +37.7% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling