+709.2%
TWLO vs IBN
+383.1%
+326.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -2.0% | +1.4% | -3.4% | -2.4% |
| 30D | +20.6% | -0.3% | +20.9% | +20.6% |
| 3M | -1.5% | +17.1% | -18.7% | -6.3% |
| 6M | +89.4% | +3.4% | +86.0% | +86.6% |
| YTD | +63.8% | +2.5% | +61.3% | +61.6% |
| 1Y | +119.7% | -4.2% | +123.9% | +120.5% |
| 3Y | +256.1% | +32.4% | +223.7% | +219.3% |
| 5Y | -36.6% | +59.2% | -95.7% | -46.0% |
| 10Y | +304.3% | +345.7% | -41.3% | +153.7% |
| All | +709.2% | +383.1% | +326.2% | +377.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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