+202.8%
TWLO vs AMIX
-99.9%
+302.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -1.2% | -3.4% | +2.2% | -1.2% |
| 30D | -6.4% | -54.4% | +48.0% | -6.5% |
| 3M | +6.3% | -45.7% | +52.0% | +7.4% |
| 6M | +76.4% | -49.2% | +125.6% | +78.3% |
| YTD | +58.8% | -60.3% | +119.2% | +60.5% |
| 1Y | +107.1% | -81.4% | +188.4% | +110.4% |
| All | +202.8% | -99.9% | +302.7% | +171.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling