+238.6%
TWLO vs GEN
+57.9%
+180.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -1.3% |
| 7D | -1.2% | -0.7% | -0.5% | -0.7% |
| 30D | -6.4% | +2.6% | -9.0% | -7.8% |
| 3M | +6.3% | +15.8% | -9.5% | -2.9% |
| 6M | +76.4% | +33.1% | +43.3% | +47.7% |
| YTD | +58.8% | +11.3% | +47.5% | +47.2% |
| 1Y | +107.1% | +1.7% | +105.4% | +101.6% |
| All | +238.6% | +57.9% | +180.7% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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