+64.3%
TWLO vs MDY
+17.5%
+46.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.6% |
| 7D | -15.9% | +1.7% | -17.6% | -16.9% |
| 30D | -29.0% | +1.2% | -30.2% | -29.6% |
| 3M | +10.0% | -3.5% | +13.5% | +13.1% |
| 6M | +12.6% | +3.5% | +9.0% | +10.5% |
| YTD | +50.1% | +13.6% | +36.5% | +36.1% |
| 1Y | +64.3% | +17.1% | +47.2% | +42.4% |
| All | +64.3% | +17.5% | +46.8% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling