-32.3%
TWLO vs SU
+348.9%
-381.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.4% | +2.2% | -4.6% | -2.7% |
| 30D | -7.8% | +8.4% | -16.3% | -8.8% |
| 3M | +10.0% | +12.1% | -2.1% | +8.2% |
| 6M | +79.5% | +19.7% | +59.8% | +74.5% |
| YTD | +59.8% | +58.4% | +1.4% | +48.9% |
| 1Y | +121.7% | +67.2% | +54.4% | +104.5% |
| 3Y | +240.8% | +125.0% | +115.8% | +197.8% |
| All | -32.3% | +348.9% | -381.3% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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