-32.5%
TWLO vs HSY
+12.8%
-45.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.9% |
| 7D | -3.9% | -0.4% | -3.5% | -4.0% |
| 30D | -9.7% | -3.4% | -6.3% | -10.1% |
| 3M | +11.6% | -0.5% | +12.1% | +11.6% |
| 6M | +84.7% | -19.1% | +103.8% | +81.6% |
| YTD | +62.5% | -2.1% | +64.6% | +61.9% |
| 1Y | +121.7% | -3.2% | +124.9% | +121.2% |
| 3Y | +253.0% | -8.8% | +261.8% | +250.1% |
| 5Y | -32.5% | +13.0% | -45.5% | -26.2% |
| All | -32.5% | +12.8% | -45.3% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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