-32.5%
TWLO vs DAR
-6.7%
-25.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.2% |
| 7D | -3.9% | +0.9% | -4.8% | -4.2% |
| 30D | -9.7% | +6.4% | -16.1% | -11.6% |
| 3M | +11.6% | +13.2% | -1.6% | +6.8% |
| 6M | +84.7% | +26.2% | +58.5% | +71.1% |
| YTD | +62.5% | +84.4% | -21.9% | +34.0% |
| 1Y | +121.7% | +112.0% | +9.7% | +73.2% |
| 3Y | +253.0% | +13.4% | +239.6% | +227.8% |
| 5Y | -32.5% | -6.0% | -26.5% | -39.9% |
| All | -32.5% | -6.7% | -25.7% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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