+293.2%
TWLO vs SUI
+104.3%
+188.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.4% |
| 7D | -1.2% | -3.1% | +1.9% | +0.2% |
| 30D | -6.4% | -2.3% | -4.1% | -5.6% |
| 3M | +6.3% | -2.8% | +9.1% | +7.0% |
| 6M | +76.4% | -12.4% | +88.8% | +85.3% |
| YTD | +58.8% | -3.3% | +62.1% | +58.6% |
| 1Y | +107.1% | -5.8% | +112.9% | +109.0% |
| 3Y | +245.0% | +12.5% | +232.5% | +211.1% |
| 5Y | -36.0% | -32.9% | -3.1% | -26.8% |
| 10Y | +293.2% | +104.4% | +188.8% | +235.2% |
| All | +293.2% | +104.3% | +188.8% | +235.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling