+633.6%
TWLO vs BEN
+75.1%
+558.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +4.5% | +6.8% | -2.2% | +1.7% |
| 30D | -22.1% | +18.0% | -40.1% | -27.3% |
| 3M | -15.3% | +7.5% | -22.8% | -18.0% |
| 6M | +9.7% | +14.7% | -5.1% | +2.7% |
| YTD | +48.5% | +56.1% | -7.6% | +21.2% |
| 1Y | +70.3% | +69.6% | +0.8% | +34.1% |
| 3Y | +261.4% | +87.7% | +173.7% | +164.7% |
| 5Y | -30.6% | +28.6% | -59.2% | -42.0% |
| 10Y | +569.2% | +59.8% | +509.4% | +390.7% |
| All | +633.6% | +75.1% | +558.5% | +398.0% |
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