+119.7%
TWLO vs PSX
+101.0%
+18.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -2.0% | +4.5% | -6.6% | -2.1% |
| 30D | +20.6% | +26.6% | -6.0% | +20.0% |
| 3M | -1.5% | +39.3% | -40.8% | -2.4% |
| 6M | +89.4% | +56.8% | +32.6% | +88.5% |
| YTD | +63.8% | +101.8% | -38.0% | +69.2% |
| 1Y | +119.7% | +99.6% | +20.1% | +127.2% |
| All | +119.7% | +101.0% | +18.7% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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