+702.8%
TWLO vs NUE
+536.3%
+166.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.7% | +2.0% |
| 7D | -3.9% | -2.7% | -1.2% | -3.1% |
| 30D | -9.7% | -6.1% | -3.6% | -8.1% |
| 3M | +11.6% | +2.2% | +9.4% | +10.3% |
| 6M | +84.7% | +50.8% | +33.9% | +62.3% |
| YTD | +62.5% | +57.5% | +5.0% | +40.0% |
| 1Y | +121.7% | +82.5% | +39.2% | +81.8% |
| 3Y | +253.0% | +61.7% | +191.3% | +191.2% |
| 5Y | -32.5% | +145.1% | -177.6% | -52.4% |
| 10Y | +312.7% | +577.8% | -265.1% | +81.3% |
| All | +702.8% | +536.3% | +166.5% | +263.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling