-35.6%
TWLO vs GEN
+20.0%
-55.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.7% |
| 7D | +0.2% | -2.9% | +3.1% | +2.2% |
| 30D | -9.1% | +2.1% | -11.2% | -10.2% |
| 3M | +11.0% | +19.7% | -8.7% | -0.9% |
| 6M | +79.4% | +33.3% | +46.1% | +49.6% |
| YTD | +59.7% | +11.1% | +48.6% | +48.7% |
| 1Y | +112.3% | +3.0% | +109.3% | +106.7% |
| 3Y | +247.0% | +57.9% | +189.1% | +153.4% |
| 5Y | -35.6% | +20.6% | -56.2% | -50.8% |
| All | -35.6% | +20.0% | -55.6% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling