+47.9%
XBI vs TWLO
+60.3%
-12.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TWLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +1.0% | -15.9% | +16.9% | +2.0% |
| 30D | +1.9% | -29.0% | +30.9% | +3.7% |
| 3M | +4.8% | +10.0% | -5.3% | +4.5% |
| 6M | +19.3% | +12.6% | +6.7% | +18.8% |
| YTD | +30.6% | +50.1% | -19.5% | +24.7% |
| 1Y | +47.9% | +64.3% | -16.4% | +38.9% |
| All | +47.9% | +60.3% | -12.4% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TWLO.
Daily Out/Under-Performance
Portfolio return minus TWLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TWLO 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 TWLO 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