-32.5%
TWLO vs TECH
-42.4%
+9.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -3.9% | -0.5% | -3.4% | -3.7% |
| 30D | -9.7% | 0.0% | -9.7% | -9.7% |
| 3M | +11.6% | +37.4% | -25.8% | -5.9% |
| 6M | +84.7% | +36.9% | +47.8% | +52.0% |
| YTD | +62.5% | +23.1% | +39.4% | +39.9% |
| 1Y | +121.7% | +42.2% | +79.5% | +73.5% |
| 3Y | +253.0% | +1.9% | +251.0% | +205.7% |
| 5Y | -32.5% | -42.9% | +10.4% | -11.8% |
| All | -32.5% | -42.4% | +9.9% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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