+121.7%
TWLO vs XHB
-14.9%
+136.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.7% |
| 7D | -2.4% | -4.6% | +2.2% | -2.1% |
| 30D | -7.8% | -9.1% | +1.3% | -7.2% |
| 3M | +10.0% | -8.6% | +18.6% | +10.9% |
| 6M | +79.5% | -4.0% | +83.5% | +80.1% |
| YTD | +59.8% | -3.9% | +63.8% | +58.1% |
| 1Y | +121.7% | -16.5% | +138.1% | +138.8% |
| All | +121.7% | -14.9% | +136.6% | +138.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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