-32.5%
TWLO vs BEN
+36.2%
-68.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.1% | +2.5% |
| 7D | -3.9% | +0.3% | -4.2% | -4.2% |
| 30D | -9.7% | +0.9% | -10.6% | -10.3% |
| 3M | +11.6% | +9.2% | +2.4% | +4.8% |
| 6M | +84.7% | +36.8% | +47.9% | +49.6% |
| YTD | +62.5% | +44.4% | +18.1% | +26.4% |
| 1Y | +121.7% | +45.8% | +75.9% | +70.2% |
| 3Y | +253.0% | +52.5% | +200.4% | +149.1% |
| 5Y | -32.5% | +37.7% | -70.2% | -50.3% |
| All | -32.5% | +36.2% | -68.7% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling