+846.6%
TWLO vs SEI
+647.2%
+199.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.2% | -0.2% |
| 7D | +0.2% | +28.2% | -28.0% | -3.5% |
| 30D | -9.1% | +15.5% | -24.6% | -11.5% |
| 3M | +11.0% | -1.4% | +12.4% | +9.4% |
| 6M | +79.4% | +37.4% | +42.0% | +66.5% |
| YTD | +59.7% | +47.8% | +11.9% | +45.0% |
| 1Y | +112.3% | +174.3% | -62.0% | +72.5% |
| 3Y | +247.0% | +598.5% | -351.5% | +124.0% |
| 5Y | -35.6% | +1,026.2% | -1,061.8% | -63.7% |
| All | +846.6% | +647.2% | +199.5% | +413.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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