+595.4%
TWLO vs URI
+1,243.8%
-648.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +1.0% |
| 7D | +2.8% | +2.4% | +0.4% | +1.9% |
| 30D | -22.4% | +8.9% | -31.2% | -24.7% |
| 3M | -14.2% | +0.8% | -15.1% | -15.0% |
| 6M | +10.5% | +23.1% | -12.6% | +1.3% |
| YTD | +54.3% | +43.1% | +11.2% | +30.2% |
| 1Y | +68.0% | +35.7% | +32.3% | +44.5% |
| 3Y | +273.0% | +158.2% | +114.8% | +143.8% |
| 5Y | -26.3% | +212.6% | -238.9% | -56.1% |
| 10Y | +595.4% | +1,210.8% | -615.3% | +191.2% |
| All | +595.4% | +1,243.8% | -648.3% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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