+119.7%
TWLO vs AGI
+17.6%
+102.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.9% |
| 7D | -2.0% | +0.6% | -2.6% | -2.1% |
| 30D | +20.6% | +18.2% | +2.3% | +18.6% |
| 3M | -1.5% | -4.1% | +2.6% | -1.3% |
| 6M | +89.4% | -28.7% | +118.1% | +96.7% |
| YTD | +63.8% | -4.0% | +67.8% | +62.2% |
| 1Y | +119.7% | +17.4% | +102.3% | +111.3% |
| All | +119.7% | +17.6% | +102.1% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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