+702.8%
TWLO vs AGI
+401.9%
+300.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +2.0% |
| 7D | -3.9% | -5.4% | +1.5% | -3.5% |
| 30D | -9.7% | +6.6% | -16.3% | -10.2% |
| 3M | +11.6% | +8.2% | +3.4% | +10.7% |
| 6M | +84.7% | -29.3% | +114.0% | +88.6% |
| YTD | +62.5% | -7.4% | +69.8% | +62.1% |
| 1Y | +121.7% | +7.9% | +113.8% | +118.2% |
| 3Y | +253.0% | +206.2% | +46.8% | +220.2% |
| 5Y | -32.5% | +397.6% | -430.1% | -40.9% |
| 10Y | +312.7% | +383.4% | -70.7% | +274.9% |
| All | +702.8% | +401.9% | +300.9% | +667.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling