+301.0%
TWLO vs TRMB
+121.9%
+179.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.1% | -2.7% |
| 7D | -2.4% | -3.0% | +0.6% | -0.3% |
| 30D | -7.8% | +2.3% | -10.1% | -9.5% |
| 3M | +10.0% | +15.3% | -5.3% | -1.5% |
| 6M | +79.5% | -14.7% | +94.2% | +100.0% |
| YTD | +59.8% | -26.4% | +86.2% | +97.9% |
| 1Y | +121.7% | -30.4% | +152.1% | +185.0% |
| 3Y | +240.8% | +13.5% | +227.3% | +193.3% |
| 5Y | -33.6% | -38.6% | +5.0% | -10.4% |
| All | +301.0% | +121.9% | +179.1% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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