+119.7%
TWLO vs AEM
+40.5%
+79.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -2.0% | -3.1% |
| 7D | -2.0% | -0.5% | -1.5% | -2.0% |
| 30D | +20.6% | +24.0% | -3.4% | +19.4% |
| 3M | -1.5% | +16.1% | -17.6% | -1.9% |
| 6M | +89.4% | -11.6% | +101.0% | +91.5% |
| YTD | +63.8% | +21.5% | +42.2% | +63.3% |
| 1Y | +119.7% | +39.2% | +80.5% | +112.5% |
| All | +119.7% | +40.5% | +79.2% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling