+301.0%
TWLO vs PH
+820.2%
-519.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.4% |
| 7D | -2.4% | -1.3% | -1.1% | -1.9% |
| 30D | -7.8% | -11.0% | +3.2% | -3.0% |
| 3M | +10.0% | +5.5% | +4.5% | +6.8% |
| 6M | +79.5% | +1.5% | +78.0% | +74.8% |
| YTD | +59.8% | +8.8% | +51.1% | +49.4% |
| 1Y | +121.7% | +24.5% | +97.2% | +93.2% |
| 3Y | +240.8% | +141.2% | +99.6% | +115.5% |
| 5Y | -33.6% | +256.3% | -289.9% | -64.9% |
| All | +301.0% | +820.2% | -519.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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