+414.3%
TWLO vs DOCU
+104.4%
+309.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +0.2% | -3.4% | +3.6% | +2.2% |
| 30D | -26.0% | +9.3% | -35.3% | -29.8% |
| 3M | -14.3% | +30.2% | -44.6% | -27.3% |
| 6M | +6.2% | +62.1% | -55.9% | -21.2% |
| YTD | +50.6% | +13.5% | +37.1% | +36.9% |
| 1Y | +64.0% | +11.5% | +52.5% | +49.6% |
| 3Y | +264.1% | +89.5% | +174.5% | +122.6% |
| 5Y | -27.9% | -69.6% | +41.7% | +5.6% |
| All | +414.3% | +104.4% | +309.9% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling