+709.2%
TWLO vs URI
+1,390.9%
-681.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.7% |
| 7D | -2.0% | -2.0% | 0.0% | -1.4% |
| 30D | +20.6% | -12.9% | +33.5% | +26.0% |
| 3M | -1.5% | -6.7% | +5.2% | -0.1% |
| 6M | +89.4% | +19.0% | +70.4% | +72.9% |
| YTD | +63.8% | +25.5% | +38.3% | +45.6% |
| 1Y | +119.7% | +5.5% | +114.2% | +107.6% |
| 3Y | +256.1% | +111.3% | +144.8% | +153.7% |
| 5Y | -36.6% | +198.6% | -235.1% | -60.7% |
| 10Y | +304.3% | +1,179.9% | -875.6% | +56.1% |
| All | +709.2% | +1,390.9% | -681.7% | +195.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling