-32.5%
TWLO vs WPM
+252.7%
-285.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.4% | +2.2% |
| 7D | -3.9% | -3.6% | -0.3% | -3.5% |
| 30D | -9.7% | +12.5% | -22.2% | -11.2% |
| 3M | +11.6% | +40.6% | -29.0% | +6.6% |
| 6M | +84.7% | +0.5% | +84.1% | +83.5% |
| YTD | +62.5% | +29.0% | +33.5% | +55.4% |
| 1Y | +121.7% | +43.8% | +77.9% | +107.8% |
| 3Y | +253.0% | +266.3% | -13.3% | +177.1% |
| 5Y | -32.5% | +255.1% | -287.6% | -48.1% |
| All | -32.5% | +252.7% | -285.2% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling