+15.4%
SOFI vs TWLO
-33.6%
+49.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TWLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +1.5% |
| 7D | -4.9% | -2.4% | -2.5% | -3.8% |
| 30D | -3.5% | -7.8% | +4.4% | +0.2% |
| 3M | +3.9% | +10.0% | -6.1% | -4.0% |
| 6M | -6.5% | +79.5% | -86.0% | -36.6% |
| YTD | -33.8% | +59.8% | -93.7% | -52.8% |
| 1Y | -33.3% | +121.7% | -155.0% | -61.0% |
| 3Y | +94.6% | +240.8% | -146.2% | -19.6% |
| All | +15.4% | -33.6% | +49.0% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling