+702.8%
TWLO vs UUUU
+447.4%
+255.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.3% | +8.1% | +2.7% |
| 7D | -3.9% | -5.0% | +1.1% | -3.2% |
| 30D | -9.7% | -7.8% | -1.9% | -8.8% |
| 3M | +11.6% | -0.4% | +12.0% | +10.8% |
| 6M | +84.7% | -32.9% | +117.6% | +92.7% |
| YTD | +62.5% | -6.3% | +68.8% | +56.6% |
| 1Y | +121.7% | +7.9% | +113.8% | +101.9% |
| 3Y | +253.0% | +85.2% | +167.8% | +170.1% |
| 5Y | -32.5% | +97.0% | -129.5% | -50.9% |
| 10Y | +312.7% | +492.6% | -179.9% | +126.0% |
| All | +702.8% | +447.4% | +255.4% | +333.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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