+119.7%
TWLO vs BTI
+5.0%
+114.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.3% |
| 7D | -2.0% | -1.4% | -0.6% | -2.3% |
| 30D | +20.6% | -6.6% | +27.2% | +18.7% |
| 3M | -1.5% | -3.0% | +1.4% | -1.7% |
| 6M | +89.4% | -6.7% | +96.1% | +87.5% |
| YTD | +63.8% | +0.6% | +63.2% | +67.3% |
| 1Y | +119.7% | +5.6% | +114.1% | +132.0% |
| All | +119.7% | +5.0% | +114.8% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling