+305.7%
TWLO vs THC
+1,002.8%
-697.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.3% | -0.1% |
| 7D | +0.2% | +4.1% | -3.9% | -0.5% |
| 30D | -9.1% | +3.5% | -12.7% | -9.7% |
| 3M | +11.0% | +61.7% | -50.8% | +1.5% |
| 6M | +79.4% | +11.8% | +67.5% | +74.5% |
| YTD | +59.7% | +35.4% | +24.3% | +49.1% |
| 1Y | +112.3% | +37.0% | +75.3% | +97.0% |
| 3Y | +247.0% | +260.1% | -13.1% | +161.4% |
| 5Y | -35.6% | +262.6% | -298.2% | -52.9% |
| 10Y | +305.7% | +1,039.2% | -733.5% | +124.7% |
| All | +305.7% | +1,002.8% | -697.1% | +124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling