+261.4%
TWLO vs NDAQ
+117.7%
+143.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +4.5% | +1.3% | +3.3% | +3.8% |
| 30D | -22.1% | +18.0% | -40.1% | -29.9% |
| 3M | -15.3% | +11.5% | -26.8% | -21.0% |
| 6M | +9.7% | +21.1% | -11.4% | -3.7% |
| YTD | +48.5% | +12.8% | +35.7% | +36.8% |
| 1Y | +70.3% | +25.7% | +44.6% | +44.1% |
| 3Y | +261.4% | +116.8% | +144.6% | +104.2% |
| All | +261.4% | +117.7% | +143.7% | +104.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling