-32.3%
TWLO vs WEC
+30.6%
-63.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.4% | -0.6% | -1.8% | -2.4% |
| 30D | -7.8% | -2.6% | -5.2% | -7.9% |
| 3M | +10.0% | -6.0% | +16.1% | +9.8% |
| 6M | +79.5% | -5.4% | +84.9% | +79.2% |
| YTD | +59.8% | +2.5% | +57.4% | +59.3% |
| 1Y | +121.7% | -0.7% | +122.4% | +121.0% |
| 3Y | +240.8% | +38.7% | +202.1% | +229.8% |
| All | -32.3% | +30.6% | -63.0% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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