+264.1%
TWLO vs IP
+20.8%
+243.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +3.9% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -26.0% | +9.4% | -35.4% | -27.6% |
| 3M | -14.3% | -14.1% | -0.3% | -11.7% |
| 6M | +6.2% | +9.2% | -3.0% | +2.9% |
| YTD | +50.6% | -7.5% | +58.1% | +49.7% |
| 1Y | +64.0% | -2.8% | +66.8% | +60.1% |
| 3Y | +264.1% | +21.2% | +242.8% | +260.4% |
| All | +264.1% | +20.8% | +243.3% | +260.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling