+238.6%
TWLO vs BUD
+47.7%
+190.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.3% | -3.0% |
| 7D | -1.2% | +0.8% | -2.0% | -1.3% |
| 30D | -6.4% | -4.8% | -1.6% | -6.0% |
| 3M | +6.3% | +1.4% | +4.9% | +5.8% |
| 6M | +76.4% | +9.9% | +66.6% | +72.5% |
| YTD | +58.8% | +26.3% | +32.5% | +50.2% |
| 1Y | +107.1% | +36.1% | +70.9% | +92.3% |
| All | +238.6% | +47.7% | +190.9% | +182.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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