+689.1%
TWLO vs MTZ
+912.1%
-223.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.2% |
| 7D | +0.2% | +2.3% | -2.1% | -0.5% |
| 30D | -9.1% | -10.3% | +1.1% | -6.8% |
| 3M | +11.0% | -31.8% | +42.8% | +20.2% |
| 6M | +79.4% | -19.2% | +98.6% | +83.9% |
| YTD | +59.7% | +10.7% | +49.0% | +48.4% |
| 1Y | +112.3% | +37.5% | +74.8% | +83.5% |
| 3Y | +247.0% | +162.4% | +84.6% | +142.3% |
| 5Y | -35.6% | +166.3% | -201.9% | -56.9% |
| 10Y | +305.7% | +753.2% | -447.5% | +65.4% |
| All | +689.1% | +912.1% | -223.0% | +202.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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