+709.2%
TWLO vs BEN
+67.1%
+642.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.5% | -6.6% | -4.6% |
| 7D | -2.0% | +0.2% | -2.2% | -2.2% |
| 30D | +20.6% | -0.5% | +21.1% | +20.6% |
| 3M | -1.5% | +9.7% | -11.3% | -5.9% |
| 6M | +89.4% | +33.9% | +55.5% | +65.7% |
| YTD | +63.8% | +49.0% | +14.8% | +36.5% |
| 1Y | +119.7% | +42.1% | +77.6% | +86.1% |
| 3Y | +256.1% | +51.9% | +204.3% | +185.5% |
| 5Y | -36.6% | +39.0% | -75.6% | -47.9% |
| 10Y | +304.3% | +57.9% | +246.5% | +197.7% |
| All | +709.2% | +67.1% | +642.1% | +460.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling