+119.7%
TWLO vs TRI
-38.3%
+158.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.3% | -1.1% |
| 7D | -2.0% | -0.5% | -1.5% | -1.8% |
| 30D | +20.6% | +7.9% | +12.7% | +17.4% |
| 3M | -1.5% | +24.1% | -25.6% | -10.9% |
| 6M | +89.4% | +3.8% | +85.6% | +82.2% |
| YTD | +63.8% | -16.9% | +80.7% | +61.3% |
| 1Y | +119.7% | -38.4% | +158.1% | +97.3% |
| All | +119.7% | -38.3% | +158.0% | +97.3% |
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