-32.3%
TWLO vs BTI
+118.0%
-150.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | -7.8% | -1.1% | -6.7% | -7.7% |
| 3M | +10.0% | -8.8% | +18.8% | +11.2% |
| 6M | +79.5% | -4.0% | +83.4% | +79.3% |
| YTD | +59.8% | +0.4% | +59.5% | +57.7% |
| 1Y | +121.7% | +1.9% | +119.7% | +118.0% |
| 3Y | +240.8% | +108.5% | +132.3% | +162.4% |
| All | -32.3% | +118.0% | -150.3% | -48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling