-32.3%
TWLO vs BND
-2.6%
-29.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.5% |
| 7D | -2.4% | -1.0% | -1.4% | -1.0% |
| 30D | -7.8% | -1.1% | -6.7% | -6.3% |
| 3M | +10.0% | -1.9% | +11.9% | +13.1% |
| 6M | +79.5% | -1.6% | +81.1% | +83.9% |
| YTD | +59.8% | -1.2% | +61.1% | +62.8% |
| 1Y | +121.7% | -0.7% | +122.4% | +124.0% |
| 3Y | +240.8% | +12.5% | +228.3% | +181.8% |
| All | -32.3% | -2.6% | -29.7% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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