+64.3%
TWLO vs SPMO
+11.0%
+53.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | -15.9% | -8.9% | -7.0% | -12.1% |
| 30D | -29.0% | -13.8% | -15.3% | -24.5% |
| 3M | +10.0% | -12.5% | +22.5% | +16.3% |
| 6M | +12.6% | -1.5% | +14.0% | +10.1% |
| YTD | +50.1% | +11.3% | +38.8% | +35.1% |
| 1Y | +64.3% | +11.5% | +52.8% | +47.6% |
| All | +64.3% | +11.0% | +53.3% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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