+64.3%
TWLO vs WPM
+38.8%
+25.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.0% | -12.1% | -1.6% |
| 7D | -15.9% | +3.9% | -19.8% | -16.3% |
| 30D | -29.0% | -3.5% | -25.5% | -28.9% |
| 3M | +10.0% | +14.1% | -4.1% | +8.8% |
| 6M | +12.6% | +6.2% | +6.3% | +11.6% |
| YTD | +50.1% | +12.4% | +37.7% | +47.2% |
| 1Y | +64.3% | +40.0% | +24.3% | +51.6% |
| All | +64.3% | +38.8% | +25.5% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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