+180.2%
TWLO vs OTIS
+87.9%
+92.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.7% |
| 7D | -3.9% | -5.0% | +1.1% | -1.6% |
| 30D | -9.7% | -6.5% | -3.2% | -7.0% |
| 3M | +11.6% | -2.0% | +13.6% | +12.1% |
| 6M | +84.7% | -20.2% | +104.9% | +103.3% |
| YTD | +62.5% | -21.0% | +83.5% | +79.0% |
| 1Y | +121.7% | -20.9% | +142.6% | +143.5% |
| 3Y | +253.0% | -13.3% | +266.3% | +259.2% |
| 5Y | -32.5% | -18.5% | -14.0% | -31.9% |
| All | +180.2% | +87.9% | +92.2% | +136.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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