+121.7%
TWLO vs RGEN
+38.7%
+83.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -2.4% | -1.4% | -1.0% | -2.2% |
| 30D | -7.8% | -0.3% | -7.5% | -7.9% |
| 3M | +10.0% | +23.9% | -13.9% | +4.7% |
| 6M | +79.5% | +38.5% | +40.9% | +64.4% |
| YTD | +59.8% | +0.8% | +59.0% | +63.1% |
| 1Y | +121.7% | +38.2% | +83.5% | +114.3% |
| All | +121.7% | +38.7% | +83.0% | +114.3% |
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