+689.1%
TWLO vs FIVN
+164.1%
+525.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +2.3% |
| 7D | +0.2% | -9.6% | +9.8% | +6.6% |
| 30D | -9.1% | -11.9% | +2.8% | -2.2% |
| 3M | +11.0% | +40.1% | -29.1% | -11.8% |
| 6M | +79.4% | +68.3% | +11.0% | +26.0% |
| YTD | +59.7% | +51.5% | +8.3% | +17.8% |
| 1Y | +112.3% | +15.1% | +97.2% | +83.5% |
| 3Y | +247.0% | -55.6% | +302.5% | +390.7% |
| 5Y | -35.6% | -82.4% | +46.9% | +59.8% |
| 10Y | +305.7% | +114.5% | +191.2% | +150.9% |
| All | +689.1% | +164.1% | +525.0% | +313.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling