+301.0%
TWLO vs NUE
+599.8%
-298.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.1% |
| 7D | -2.4% | -0.6% | -1.8% | -2.2% |
| 30D | -7.8% | -4.6% | -3.3% | -6.7% |
| 3M | +10.0% | -0.3% | +10.4% | +9.6% |
| 6M | +79.5% | +51.9% | +27.6% | +57.8% |
| YTD | +59.8% | +60.0% | -0.2% | +37.5% |
| 1Y | +121.7% | +82.9% | +38.8% | +82.4% |
| 3Y | +240.8% | +66.0% | +174.8% | +180.0% |
| 5Y | -33.6% | +149.0% | -182.5% | -53.0% |
| All | +301.0% | +599.8% | -298.9% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling