-32.5%
TWLO vs MUB
+0.7%
-33.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +3.1% |
| 7D | -3.9% | -1.2% | -2.7% | -1.7% |
| 30D | -9.7% | -2.8% | -6.9% | -4.8% |
| 3M | +11.6% | -3.1% | +14.7% | +18.5% |
| 6M | +84.7% | -2.9% | +87.5% | +95.5% |
| YTD | +62.5% | -2.0% | +64.5% | +69.3% |
| 1Y | +121.7% | 0.0% | +121.7% | +122.8% |
| 3Y | +253.0% | +7.4% | +245.6% | +204.0% |
| 5Y | -32.5% | +0.8% | -33.3% | -39.8% |
| All | -32.5% | +0.7% | -33.2% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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