-1.9%
TWLO vs OPEN
-88.9%
+87.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.2% | +0.2% |
| 7D | +4.5% | -15.0% | +19.5% | +7.4% |
| 30D | -22.1% | -40.2% | +18.1% | -15.7% |
| 3M | -15.3% | -67.4% | +52.1% | +1.5% |
| 6M | +9.7% | -74.0% | +83.7% | +35.4% |
| YTD | +48.5% | -79.6% | +128.1% | +87.7% |
| 1Y | +70.3% | -86.1% | +156.4% | +128.6% |
| 3Y | +261.4% | -41.4% | +302.8% | +148.4% |
| 5Y | -30.6% | -94.9% | +64.3% | -28.6% |
| All | -1.9% | -88.9% | +87.0% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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