+427.0%
TWLO vs DOCU
+110.9%
+316.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +0.6% |
| 7D | +2.8% | -0.4% | +3.2% | +3.1% |
| 30D | -22.4% | +12.9% | -35.3% | -27.8% |
| 3M | -14.2% | +35.1% | -49.3% | -28.7% |
| 6M | +10.5% | +76.2% | -65.7% | -21.7% |
| YTD | +54.3% | +17.2% | +37.1% | +37.8% |
| 1Y | +68.0% | +16.4% | +51.6% | +49.5% |
| 3Y | +273.0% | +95.6% | +177.4% | +124.0% |
| 5Y | -26.3% | -68.5% | +42.2% | +5.7% |
| All | +427.0% | +110.9% | +316.0% | +205.9% |
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