+48.4%
NU vs VRTX
+154.3%
-105.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.7% |
| 7D | +6.0% | -3.4% | +9.4% | +7.1% |
| 30D | +10.8% | +6.6% | +4.1% | +8.6% |
| 3M | +32.2% | +19.4% | +12.8% | +25.1% |
| 6M | +5.1% | +15.8% | -10.7% | +0.4% |
| YTD | -8.4% | +16.7% | -25.1% | -13.0% |
| 1Y | +0.7% | +33.8% | -33.1% | -8.5% |
| 3Y | +125.1% | +54.2% | +70.9% | +81.7% |
| All | +48.4% | +154.3% | -105.9% | -5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling