-32.5%
TWLO vs DOV
+13.3%
-45.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.9% | +3.2% |
| 7D | -3.9% | -1.9% | -2.0% | -2.7% |
| 30D | -9.7% | -9.9% | +0.2% | -3.3% |
| 3M | +11.6% | -12.1% | +23.7% | +20.2% |
| 6M | +84.7% | -10.4% | +95.1% | +92.1% |
| YTD | +62.5% | -3.3% | +65.8% | +56.7% |
| 1Y | +121.7% | +7.8% | +113.9% | +93.5% |
| 3Y | +253.0% | +36.3% | +216.6% | +139.4% |
| 5Y | -32.5% | +14.8% | -47.3% | -49.9% |
| All | -32.5% | +13.3% | -45.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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