-36.0%
TWLO vs ACWI
+67.7%
-103.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.2% |
| 7D | -1.2% | +1.1% | -2.3% | -2.9% |
| 30D | -6.4% | -0.2% | -6.2% | -6.0% |
| 3M | +6.3% | +4.7% | +1.6% | -2.3% |
| 6M | +76.4% | +14.5% | +62.0% | +37.5% |
| YTD | +58.8% | +14.6% | +44.2% | +23.1% |
| 1Y | +107.1% | +21.4% | +85.6% | +44.8% |
| 3Y | +245.0% | +77.6% | +167.4% | +16.6% |
| 5Y | -36.0% | +68.1% | -104.0% | -74.6% |
| All | -36.0% | +67.7% | -103.7% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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