-36.0%
TWLO vs AMC
-99.5%
+63.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -2.6% |
| 7D | -1.2% | -0.8% | -0.4% | -1.2% |
| 30D | -6.4% | -1.2% | -5.2% | -6.5% |
| 3M | +6.3% | +42.2% | -35.9% | -1.6% |
| 6M | +76.4% | +118.8% | -42.4% | +52.0% |
| YTD | +58.8% | +64.1% | -5.3% | +41.9% |
| 1Y | +107.1% | -9.5% | +116.6% | +100.8% |
| 3Y | +245.0% | -64.3% | +309.3% | +247.5% |
| 5Y | -36.0% | -99.5% | +63.5% | +22.3% |
| All | -36.0% | -99.5% | +63.5% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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