-35.2%
TWLO vs DOCU
-78.0%
+42.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.8% | -5.3% |
| 7D | -2.0% | +6.9% | -8.9% | -6.0% |
| 30D | +20.6% | +19.0% | +1.6% | +8.5% |
| 3M | -1.5% | +34.3% | -35.8% | -18.7% |
| 6M | +89.4% | +48.0% | +41.4% | +48.1% |
| YTD | +63.8% | 0.0% | +63.8% | +60.4% |
| 1Y | +119.7% | -10.3% | +130.0% | +126.7% |
| 3Y | +256.1% | +32.4% | +223.7% | +163.5% |
| All | -35.2% | -78.0% | +42.8% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling