+3,397.0%
LITE vs TWLO
+871.2%
+2,525.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TWLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +4.8% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | +6.7% | +20.6% | -13.9% | +0.4% |
| 3M | -6.8% | -1.5% | -5.2% | -7.6% |
| 6M | +29.4% | +89.4% | -60.0% | +6.2% |
| YTD | +139.1% | +63.8% | +75.3% | +102.8% |
| 1Y | +521.0% | +119.7% | +401.3% | +384.4% |
| 3Y | +1,535.3% | +256.1% | +1,279.2% | +1,001.0% |
| 5Y | +889.8% | -36.6% | +926.4% | +824.3% |
| 10Y | +2,400.7% | +304.3% | +2,096.4% | +1,128.7% |
| All | +3,397.0% | +871.2% | +2,525.9% | +1,492.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TWLO.
Daily Out/Under-Performance
Portfolio return minus TWLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TWLO 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 TWLO 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