+689.7%
TWLO vs MOH
+296.3%
+393.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -2.0% |
| 7D | -2.4% | +1.7% | -4.1% | -2.7% |
| 30D | -7.8% | -0.9% | -6.9% | -7.7% |
| 3M | +10.0% | +5.7% | +4.3% | +8.8% |
| 6M | +79.5% | +39.1% | +40.3% | +68.6% |
| YTD | +59.8% | +17.7% | +42.2% | +52.1% |
| 1Y | +121.7% | +8.4% | +113.3% | +112.6% |
| 3Y | +240.8% | -36.6% | +277.4% | +247.1% |
| 5Y | -33.6% | -19.1% | -14.5% | -36.3% |
| 10Y | +306.0% | +262.8% | +43.2% | +197.4% |
| All | +689.7% | +296.3% | +393.4% | +468.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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