+119.7%
TWLO vs AMIX
-81.0%
+200.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -3.1% |
| 7D | -2.0% | -13.7% | +11.7% | -2.1% |
| 30D | +20.6% | -62.1% | +82.6% | +20.1% |
| 3M | -1.5% | -46.2% | +44.6% | +3.2% |
| 6M | +89.4% | -46.4% | +135.9% | +98.3% |
| YTD | +63.8% | -60.3% | +124.1% | +70.3% |
| 1Y | +119.7% | -79.7% | +199.4% | +158.4% |
| All | +119.7% | -81.0% | +200.7% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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