+246.5%
TWLO vs HRB
+25.2%
+221.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -3.9% | -12.2% | +8.3% | -2.0% |
| 30D | -9.7% | -3.0% | -6.7% | -9.5% |
| 3M | +11.6% | +21.7% | -10.1% | +7.4% |
| 6M | +84.7% | +52.3% | +32.4% | +70.8% |
| YTD | +62.5% | +6.5% | +56.0% | +56.2% |
| 1Y | +121.7% | -6.7% | +128.4% | +115.6% |
| All | +246.5% | +25.2% | +221.3% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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