+64.3%
TWLO vs SOUN
-73.4%
+137.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -2.1% |
| 7D | -15.9% | -2.7% | -13.2% | -14.8% |
| 30D | -29.0% | -26.5% | -2.5% | -19.7% |
| 3M | +10.0% | -33.6% | +43.7% | +30.1% |
| 6M | +12.6% | -54.4% | +66.9% | +52.1% |
| YTD | +50.1% | -56.7% | +106.8% | +87.9% |
| 1Y | +64.3% | -71.4% | +135.7% | +129.8% |
| All | +64.3% | -73.4% | +137.7% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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