+0.9%
NU vs BSX
-39.6%
+40.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.3% | +0.4% |
| 7D | -4.2% | -8.2% | +4.0% | -3.6% |
| 30D | +10.0% | -15.8% | +25.8% | +11.4% |
| 3M | +29.3% | -10.8% | +40.1% | +30.9% |
| 6M | +0.9% | -38.4% | +39.3% | +6.3% |
| All | +0.9% | -39.6% | +40.6% | +6.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling