+119.7%
TWLO vs SPXU
-40.4%
+160.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -2.5% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | +20.6% | +0.8% | +19.8% | +21.5% |
| 3M | -1.5% | -4.7% | +3.2% | -1.9% |
| 6M | +89.4% | -29.6% | +119.0% | +66.6% |
| YTD | +63.8% | -29.9% | +93.7% | +45.1% |
| 1Y | +119.7% | -39.1% | +158.8% | +89.1% |
| All | +119.7% | -40.4% | +160.1% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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