+240.8%
TWLO vs GIS
-37.5%
+278.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.7% |
| 7D | -2.4% | -6.4% | +4.0% | -3.3% |
| 30D | -7.8% | -6.1% | -1.7% | -8.6% |
| 3M | +10.0% | +7.8% | +2.2% | +11.9% |
| 6M | +79.5% | -8.8% | +88.3% | +77.9% |
| YTD | +59.8% | -19.1% | +79.0% | +56.1% |
| 1Y | +121.7% | -24.8% | +146.4% | +114.6% |
| 3Y | +240.8% | -37.6% | +278.4% | +234.9% |
| All | +240.8% | -37.5% | +278.3% | +234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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