-32.5%
TWLO vs BN
+30.5%
-63.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +3.0% | +2.7% |
| 7D | -3.9% | -5.9% | +2.0% | +0.9% |
| 30D | -9.7% | -15.1% | +5.4% | +3.0% |
| 3M | +11.6% | -14.6% | +26.2% | +26.3% |
| 6M | +84.7% | -8.4% | +93.1% | +95.5% |
| YTD | +62.5% | -16.8% | +79.3% | +84.7% |
| 1Y | +121.7% | -14.4% | +136.1% | +144.7% |
| 3Y | +253.0% | +70.1% | +182.9% | +100.7% |
| 5Y | -32.5% | +33.5% | -66.0% | -51.1% |
| All | -32.5% | +30.5% | -63.0% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling