-32.3%
TWLO vs PSX
+362.1%
-394.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -2.4% | +1.7% | -4.1% | -2.8% |
| 30D | -7.8% | +15.6% | -23.4% | -11.0% |
| 3M | +10.0% | +46.5% | -36.4% | +0.1% |
| 6M | +79.5% | +55.0% | +24.5% | +60.6% |
| YTD | +59.8% | +105.3% | -45.5% | +32.7% |
| 1Y | +121.7% | +101.6% | +20.1% | +84.3% |
| 3Y | +240.8% | +134.1% | +106.7% | +163.3% |
| All | -32.3% | +362.1% | -394.5% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling