+71.2%
TWLO vs IP
-7.2%
+78.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -3.2% |
| 7D | +5.6% | -0.9% | +6.5% | +5.6% |
| 30D | -24.6% | +6.7% | -31.3% | -25.0% |
| 3M | -14.0% | -16.6% | +2.6% | -13.4% |
| 6M | +10.1% | +6.0% | +4.1% | +10.8% |
| YTD | +49.2% | -10.7% | +59.9% | +49.0% |
| All | +71.2% | -7.2% | +78.3% | +68.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling