+277.7%
TWLO vs DOCS
+50.6%
+227.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.3% | -1.6% | -4.9% |
| 7D | -16.9% | -1.3% | -15.6% | -16.6% |
| 30D | -28.3% | +19.4% | -47.7% | -31.0% |
| 3M | +4.0% | +53.4% | -49.4% | -5.2% |
| 6M | +2.8% | +28.8% | -26.0% | -4.6% |
| YTD | +41.3% | -25.1% | +66.4% | +40.8% |
| 1Y | +52.9% | -48.1% | +101.1% | +59.8% |
| All | +277.7% | +50.6% | +227.1% | +230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling