+689.1%
TWLO vs BTI
+69.4%
+619.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | +0.2% | -2.4% | +2.6% | +0.8% |
| 30D | -9.1% | -4.8% | -4.4% | -8.1% |
| 3M | +11.0% | -8.1% | +19.1% | +12.9% |
| 6M | +79.4% | -4.2% | +83.6% | +79.6% |
| YTD | +59.7% | -1.3% | +61.0% | +58.0% |
| 1Y | +112.3% | +2.1% | +110.2% | +107.7% |
| 3Y | +247.0% | +108.9% | +138.0% | +167.9% |
| 5Y | -35.6% | +114.5% | -150.0% | -51.2% |
| 10Y | +305.7% | +72.2% | +233.5% | +219.9% |
| All | +689.1% | +69.4% | +619.7% | +543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling