+119.7%
TWLO vs RGEN
+45.2%
+74.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.9% |
| 7D | -2.0% | -4.9% | +2.9% | -1.1% |
| 30D | +20.6% | +5.7% | +14.9% | +19.1% |
| 3M | -1.5% | +32.4% | -34.0% | -7.9% |
| 6M | +89.4% | +33.2% | +56.2% | +75.6% |
| YTD | +63.8% | +2.3% | +61.5% | +66.6% |
| 1Y | +119.7% | +39.0% | +80.7% | +112.5% |
| All | +119.7% | +45.2% | +74.5% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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