+64.3%
TWLO vs TRI
-22.4%
+86.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -2.2% |
| 7D | -15.9% | +1.0% | -16.9% | -16.7% |
| 30D | -29.0% | +20.8% | -49.8% | -34.6% |
| 3M | +10.0% | +8.1% | +1.9% | +5.2% |
| 6M | +12.6% | +24.2% | -11.6% | +0.3% |
| YTD | +50.1% | -7.8% | +57.9% | +49.3% |
| 1Y | +64.3% | -16.7% | +80.9% | +68.7% |
| All | +64.3% | -22.4% | +86.7% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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