+8.2%
TWLO vs OPEN
-70.7%
+78.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.8% | -3.2% |
| 7D | -2.0% | -4.3% | +2.2% | -1.3% |
| 30D | +20.6% | -16.2% | +36.8% | +24.1% |
| 3M | -1.5% | -36.4% | +34.8% | +5.5% |
| 6M | +89.4% | -35.5% | +124.9% | +101.0% |
| YTD | +63.8% | -46.0% | +109.8% | +76.9% |
| 1Y | +119.7% | -47.1% | +166.9% | +117.8% |
| 3Y | +256.1% | -19.0% | +275.2% | +148.4% |
| 5Y | -36.6% | -83.6% | +47.0% | -46.8% |
| All | +8.2% | -70.7% | +78.9% | +1.8% |
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