+689.7%
TWLO vs MKSI
+590.3%
+99.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.5% |
| 7D | -2.4% | +2.7% | -5.1% | -3.6% |
| 30D | -7.8% | -12.8% | +5.0% | -2.9% |
| 3M | +10.0% | -22.5% | +32.6% | +17.5% |
| 6M | +79.5% | +19.4% | +60.1% | +53.3% |
| YTD | +59.8% | +67.7% | -7.9% | +13.4% |
| 1Y | +121.7% | +131.4% | -9.7% | +32.2% |
| 3Y | +240.8% | +197.3% | +43.5% | +56.2% |
| 5Y | -33.6% | +87.0% | -120.6% | -61.9% |
| 10Y | +306.0% | +522.1% | -216.1% | -1.4% |
| All | +689.7% | +590.3% | +99.4% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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