+644.0%
TWLO vs URI
+1,531.3%
-887.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.7% | +4.3% |
| 7D | +0.2% | -6.0% | +6.2% | +2.2% |
| 30D | -26.0% | +4.6% | -30.6% | -27.2% |
| 3M | -14.3% | -2.7% | -11.6% | -14.0% |
| 6M | +6.2% | +18.4% | -12.2% | -1.1% |
| YTD | +50.6% | +37.4% | +13.2% | +29.4% |
| 1Y | +64.0% | +30.4% | +33.6% | +43.6% |
| 3Y | +264.1% | +147.9% | +116.1% | +144.9% |
| 5Y | -27.9% | +202.1% | -230.0% | -55.7% |
| 10Y | +580.0% | +1,182.4% | -602.4% | +154.1% |
| All | +644.0% | +1,531.3% | -887.3% | +162.2% |
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 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