+633.6%
TWLO vs GEN
+204.6%
+429.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.6% |
| 7D | +4.5% | +2.0% | +2.5% | +3.6% |
| 30D | -22.1% | +27.7% | -49.8% | -31.7% |
| 3M | -15.3% | +3.3% | -18.6% | -18.6% |
| 6M | +9.7% | +31.8% | -22.1% | -6.3% |
| YTD | +48.5% | +13.5% | +35.0% | +35.8% |
| 1Y | +70.3% | +16.0% | +54.3% | +54.0% |
| 3Y | +261.4% | +70.6% | +190.8% | +170.0% |
| 5Y | -30.6% | +32.1% | -62.7% | -42.8% |
| 10Y | +569.2% | +153.4% | +415.8% | +248.0% |
| All | +633.6% | +204.6% | +429.1% | +193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling