+103.3%
NU vs VRTX
+51.7%
+51.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.8% |
| 7D | -2.6% | -6.4% | +3.8% | -1.3% |
| 30D | +8.2% | -0.5% | +8.8% | +8.4% |
| 3M | +26.3% | +16.9% | +9.4% | +22.1% |
| 6M | +2.2% | +13.1% | -10.8% | -0.5% |
| YTD | -10.4% | +14.9% | -25.3% | -13.2% |
| 1Y | -3.0% | +31.4% | -34.4% | -8.5% |
| All | +103.3% | +51.7% | +51.5% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 3y: compounded portfolio wealth divided by compounded VRTX 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…
3y analysis · Full analysis span regression · 6 months rolling