+301.0%
TWLO vs NDAQ
+368.2%
-67.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.2% |
| 7D | -2.4% | -5.6% | +3.1% | +1.8% |
| 30D | -7.8% | -4.4% | -3.5% | -4.6% |
| 3M | +10.0% | +5.9% | +4.2% | +4.2% |
| 6M | +79.5% | +7.7% | +71.7% | +66.9% |
| YTD | +59.8% | -5.2% | +65.0% | +63.5% |
| 1Y | +121.7% | -3.4% | +125.0% | +122.4% |
| 3Y | +240.8% | +85.6% | +155.2% | +103.0% |
| 5Y | -33.6% | +49.5% | -83.1% | -53.3% |
| All | +301.0% | +368.2% | -67.3% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling