-32.5%
TWLO vs FND
-62.8%
+30.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.4% |
| 7D | -3.9% | -5.1% | +1.2% | -1.7% |
| 30D | -9.7% | -22.5% | +12.8% | +1.0% |
| 3M | +11.6% | -5.0% | +16.6% | +12.2% |
| 6M | +84.7% | -21.5% | +106.2% | +99.6% |
| YTD | +62.5% | -23.0% | +85.5% | +74.0% |
| 1Y | +121.7% | -44.9% | +166.6% | +178.5% |
| 3Y | +253.0% | -50.0% | +303.0% | +324.3% |
| 5Y | -32.5% | -63.3% | +30.8% | -10.8% |
| All | -32.5% | -62.8% | +30.3% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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