+119.7%
TWLO vs BEN
+42.6%
+77.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.5% | -6.6% | -3.8% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | +20.6% | -0.5% | +21.1% | +20.7% |
| 3M | -1.5% | +9.7% | -11.3% | -3.8% |
| 6M | +89.4% | +33.9% | +55.5% | +72.8% |
| YTD | +63.8% | +49.0% | +14.8% | +48.6% |
| 1Y | +119.7% | +42.1% | +77.6% | +95.3% |
| All | +119.7% | +42.6% | +77.2% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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