-36.0%
TWLO vs OVV
+153.1%
-189.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.8% |
| 7D | -1.2% | -3.7% | +2.5% | -0.4% |
| 30D | -6.4% | +8.0% | -14.4% | -8.0% |
| 3M | +6.3% | +11.3% | -5.0% | +3.4% |
| 6M | +76.4% | +24.0% | +52.4% | +66.9% |
| YTD | +58.8% | +65.3% | -6.5% | +40.1% |
| 1Y | +107.1% | +60.2% | +46.9% | +83.2% |
| 3Y | +245.0% | +46.9% | +198.0% | +201.6% |
| 5Y | -36.0% | +158.7% | -194.7% | -49.8% |
| All | -36.0% | +153.1% | -189.1% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 5y: compounded portfolio wealth divided by compounded OVV 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…
5y analysis · Full analysis span regression · 6 months rolling