+121.7%
TWLO vs MTB
+24.6%
+97.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -2.0% | -1.7% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -7.8% | -4.8% | -3.0% | -7.8% |
| 3M | +10.0% | +6.0% | +4.1% | +9.9% |
| 6M | +79.5% | +19.6% | +59.9% | +75.3% |
| YTD | +59.8% | +21.5% | +38.4% | +53.6% |
| 1Y | +121.7% | +24.7% | +97.0% | +96.0% |
| All | +121.7% | +24.6% | +97.1% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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