-35.6%
TWLO vs BUD
+44.7%
-80.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.2% |
| 7D | +0.2% | -1.3% | +1.5% | +0.6% |
| 30D | -9.1% | -6.1% | -3.0% | -7.5% |
| 3M | +11.0% | -3.8% | +14.7% | +11.8% |
| 6M | +79.4% | +8.2% | +71.2% | +72.8% |
| YTD | +59.7% | +23.6% | +36.1% | +45.7% |
| 1Y | +112.3% | +33.4% | +78.9% | +87.8% |
| 3Y | +247.0% | +45.3% | +201.6% | +184.5% |
| 5Y | -35.6% | +44.3% | -79.8% | -46.2% |
| All | -35.6% | +44.7% | -80.3% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling