+702.8%
TWLO vs AU
+697.3%
+5.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.3% | +6.0% | +2.1% |
| 7D | -3.9% | -7.0% | +3.1% | -3.4% |
| 30D | -9.7% | +7.3% | -17.0% | -10.3% |
| 3M | +11.6% | +33.2% | -21.6% | +9.0% |
| 6M | +84.7% | -0.6% | +85.3% | +83.5% |
| YTD | +62.5% | +26.2% | +36.3% | +58.2% |
| 1Y | +121.7% | +68.3% | +53.4% | +110.5% |
| 3Y | +253.0% | +592.1% | -339.1% | +195.8% |
| 5Y | -32.5% | +685.3% | -717.7% | -44.6% |
| 10Y | +312.7% | +682.5% | -369.8% | +261.4% |
| All | +702.8% | +697.3% | +5.5% | +595.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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