+307.6%
TWLO vs ED
+109.0%
+198.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.7% |
| 7D | -3.9% | -1.9% | -2.0% | -4.1% |
| 30D | -9.7% | +0.1% | -9.8% | -9.7% |
| 3M | +11.6% | 0.0% | +11.6% | +11.7% |
| 6M | +84.7% | -2.5% | +87.2% | +84.6% |
| YTD | +62.5% | +10.1% | +52.4% | +63.9% |
| 1Y | +121.7% | +13.6% | +108.1% | +124.2% |
| 3Y | +253.0% | +32.4% | +220.5% | +255.8% |
| 5Y | -32.5% | +69.9% | -102.3% | -31.4% |
| All | +307.6% | +109.0% | +198.6% | +346.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling