-33.5%
TWLO vs AMC
-99.2%
+65.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.3% | -6.0% | +1.1% |
| 7D | -0.5% | +6.6% | -7.0% | -1.4% |
| 30D | -28.6% | +14.1% | -42.7% | -30.0% |
| 3M | -14.4% | +31.3% | -45.6% | -18.0% |
| 6M | +2.4% | +126.7% | -124.2% | -11.6% |
| YTD | +45.3% | +117.9% | -72.7% | +24.5% |
| 1Y | +61.8% | +41.1% | +20.8% | +47.3% |
| 3Y | +269.0% | -61.0% | +330.0% | +274.3% |
| 5Y | -33.5% | -99.1% | +65.7% | +29.8% |
| All | -33.5% | -99.2% | +65.7% | +29.8% |
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