+119.7%
TWLO vs IAU
+24.6%
+95.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.1% |
| 7D | -2.0% | -0.5% | -1.5% | -2.0% |
| 30D | +20.6% | +4.4% | +16.1% | +20.4% |
| 3M | -1.5% | -1.1% | -0.5% | -1.3% |
| 6M | +89.4% | -13.7% | +103.1% | +91.3% |
| YTD | +63.8% | +2.7% | +61.1% | +66.6% |
| 1Y | +119.7% | +24.6% | +95.1% | +115.5% |
| All | +119.7% | +24.6% | +95.2% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling