-35.6%
TWLO vs HDB
-38.7%
+3.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.3% |
| 7D | +0.2% | -4.9% | +5.1% | +2.2% |
| 30D | -9.1% | -5.8% | -3.3% | -7.1% |
| 3M | +11.0% | -5.2% | +16.2% | +12.0% |
| 6M | +79.4% | -25.7% | +105.1% | +100.0% |
| YTD | +59.7% | -39.6% | +99.3% | +95.3% |
| 1Y | +112.3% | -36.9% | +149.2% | +153.1% |
| 3Y | +247.0% | -29.7% | +276.7% | +279.9% |
| 5Y | -35.6% | -37.8% | +2.2% | -27.1% |
| All | -35.6% | -38.7% | +3.1% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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