+709.2%
TWLO vs SUI
+125.9%
+583.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -2.0% | -2.8% | +0.8% | -0.8% |
| 30D | +20.6% | -1.2% | +21.8% | +20.9% |
| 3M | -1.5% | -1.7% | +0.2% | -1.3% |
| 6M | +89.4% | -10.5% | +99.9% | +97.1% |
| YTD | +63.8% | -1.8% | +65.6% | +62.5% |
| 1Y | +119.7% | -4.1% | +123.8% | +119.9% |
| 3Y | +256.1% | +11.3% | +244.9% | +223.1% |
| 5Y | -36.6% | -32.1% | -4.5% | -27.8% |
| 10Y | +304.3% | +110.4% | +193.9% | +214.0% |
| All | +709.2% | +125.9% | +583.3% | +477.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling