+64.0%
TWLO vs URI
+30.2%
+33.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.7% | +3.7% |
| 7D | +0.2% | -6.0% | +6.2% | +0.2% |
| 30D | -26.0% | +4.6% | -30.6% | -25.9% |
| 3M | -14.3% | -2.7% | -11.6% | -14.3% |
| 6M | +6.2% | +18.4% | -12.2% | +6.5% |
| YTD | +50.6% | +37.4% | +13.2% | +52.8% |
| 1Y | +64.0% | +30.4% | +33.6% | +69.6% |
| All | +64.0% | +30.2% | +33.8% | +69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling