+121.7%
TWLO vs BEN
+45.3%
+76.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.4% | -3.1% | +0.7% | -1.8% |
| 30D | -7.8% | +0.2% | -8.0% | -7.9% |
| 3M | +10.0% | +6.8% | +3.2% | +7.8% |
| 6M | +79.5% | +38.1% | +41.4% | +61.8% |
| YTD | +59.8% | +44.3% | +15.5% | +44.7% |
| 1Y | +121.7% | +42.6% | +79.1% | +94.8% |
| All | +121.7% | +45.3% | +76.4% | +94.8% |
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