+240.6%
TWLO vs BEN
+53.1%
+187.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | +0.2% | +3.4% | -3.2% | -1.1% |
| 30D | -9.1% | +1.8% | -10.9% | -9.9% |
| 3M | +11.0% | +8.4% | +2.6% | +6.8% |
| 6M | +79.4% | +35.6% | +43.7% | +55.9% |
| YTD | +59.7% | +46.4% | +13.4% | +33.9% |
| 1Y | +112.3% | +46.3% | +66.0% | +77.5% |
| All | +240.6% | +53.1% | +187.5% | +154.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling