+64.3%
TWLO vs BTI
+24.7%
+39.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | +0.8% |
| 7D | -15.9% | +5.3% | -21.2% | -14.7% |
| 30D | -29.0% | +19.1% | -48.1% | -26.5% |
| 3M | +10.0% | +6.5% | +3.5% | +11.9% |
| 6M | +12.6% | +9.4% | +3.1% | +15.5% |
| YTD | +50.1% | +14.4% | +35.7% | +56.4% |
| 1Y | +64.3% | +23.9% | +40.4% | +62.2% |
| All | +64.3% | +24.7% | +39.6% | +62.2% |
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