+684.6%
TWLO vs RMD
+295.4%
+389.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -1.6% |
| 7D | -1.2% | -4.5% | +3.2% | +0.8% |
| 30D | -6.4% | +4.6% | -11.0% | -8.3% |
| 3M | +6.3% | +14.8% | -8.5% | -1.7% |
| 6M | +76.4% | -12.1% | +88.5% | +83.3% |
| YTD | +58.8% | -7.5% | +66.3% | +60.0% |
| 1Y | +107.1% | -20.1% | +127.2% | +123.6% |
| 3Y | +245.0% | +53.9% | +191.1% | +150.4% |
| 5Y | -36.0% | -22.2% | -13.7% | -33.9% |
| 10Y | +293.2% | +268.2% | +25.0% | +89.7% |
| All | +684.6% | +295.4% | +389.2% | +248.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling