+549.6%
TWLO vs IP
+31.6%
+518.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +1.4% |
| 7D | -0.5% | -3.0% | +2.6% | +0.4% |
| 30D | -28.6% | +10.6% | -39.2% | -30.9% |
| 3M | -14.4% | -13.6% | -0.8% | -11.0% |
| 6M | +2.4% | +10.4% | -8.0% | -2.2% |
| YTD | +45.3% | -6.5% | +51.8% | +43.5% |
| 1Y | +61.8% | -2.1% | +64.0% | +57.1% |
| 3Y | +269.0% | +22.0% | +247.0% | +225.2% |
| 5Y | -33.5% | -9.7% | -23.8% | -35.9% |
| 10Y | +549.6% | +26.8% | +522.8% | +544.1% |
| All | +549.6% | +31.6% | +518.0% | +544.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling