+246.5%
TWLO vs BTI
+108.0%
+138.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.7% |
| 7D | -3.9% | -2.0% | -1.9% | -3.8% |
| 30D | -9.7% | -3.4% | -6.3% | -9.6% |
| 3M | +11.6% | -9.0% | +20.6% | +11.7% |
| 6M | +84.7% | -5.0% | +89.7% | +84.3% |
| YTD | +62.5% | -0.3% | +62.8% | +61.1% |
| 1Y | +121.7% | +3.1% | +118.6% | +119.2% |
| All | +246.5% | +108.0% | +138.5% | +168.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling