+689.1%
TWLO vs TRI
+188.5%
+500.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +1.7% |
| 7D | +0.2% | -8.4% | +8.6% | +5.4% |
| 30D | -9.1% | -6.5% | -2.7% | -5.9% |
| 3M | +11.0% | +18.6% | -7.6% | -3.2% |
| 6M | +79.4% | -10.4% | +89.8% | +85.0% |
| YTD | +59.7% | -23.7% | +83.4% | +81.4% |
| 1Y | +112.3% | -42.5% | +154.8% | +190.3% |
| 3Y | +247.0% | -19.3% | +266.2% | +252.1% |
| 5Y | -35.6% | -9.7% | -25.9% | -41.0% |
| 10Y | +305.7% | +194.4% | +111.3% | +47.4% |
| All | +689.1% | +188.5% | +500.7% | +197.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling