-32.5%
TWLO vs TRMB
-39.6%
+7.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.5% |
| 7D | -3.9% | -5.4% | +1.5% | +0.5% |
| 30D | -9.7% | -2.0% | -7.7% | -8.4% |
| 3M | +11.6% | +12.3% | -0.7% | +0.7% |
| 6M | +84.7% | -17.6% | +102.3% | +114.1% |
| YTD | +62.5% | -27.5% | +89.9% | +108.3% |
| 1Y | +121.7% | -29.1% | +150.8% | +188.1% |
| 3Y | +253.0% | +11.5% | +241.5% | +193.2% |
| 5Y | -32.5% | -39.5% | +7.0% | +1.2% |
| All | -32.5% | -39.6% | +7.1% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling