-32.5%
TWLO vs WU
-51.6%
+19.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.5% | +2.0% |
| 7D | -3.9% | -5.0% | +1.1% | -2.3% |
| 30D | -9.7% | -2.3% | -7.4% | -9.1% |
| 3M | +11.6% | -3.2% | +14.8% | +10.4% |
| 6M | +84.7% | -25.0% | +109.7% | +101.2% |
| YTD | +62.5% | -21.7% | +84.1% | +73.8% |
| 1Y | +121.7% | -9.0% | +130.7% | +121.1% |
| 3Y | +253.0% | -28.9% | +281.9% | +279.0% |
| 5Y | -32.5% | -51.0% | +18.5% | -19.0% |
| All | -32.5% | -51.6% | +19.1% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling