+121.7%
TWLO vs PSX
+103.3%
+18.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -2.4% | +1.7% | -4.1% | -2.4% |
| 30D | -7.8% | +15.6% | -23.4% | -8.1% |
| 3M | +10.0% | +46.5% | -36.4% | +9.0% |
| 6M | +79.5% | +55.0% | +24.5% | +77.7% |
| YTD | +59.8% | +105.3% | -45.5% | +64.7% |
| 1Y | +121.7% | +101.6% | +20.1% | +127.2% |
| All | +121.7% | +103.3% | +18.4% | +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