+119.7%
TWLO vs PTC
-33.3%
+153.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.0% | +2.9% | +0.8% |
| 7D | -2.0% | -10.3% | +8.2% | +5.0% |
| 30D | +20.6% | +1.1% | +19.4% | +19.5% |
| 3M | -1.5% | +1.6% | -3.2% | -2.1% |
| 6M | +89.4% | -13.5% | +102.9% | +119.0% |
| YTD | +63.8% | -19.1% | +82.8% | +101.3% |
| 1Y | +119.7% | -33.9% | +153.6% | +229.5% |
| All | +119.7% | -33.3% | +153.0% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling