+75.9%
UBER vs TWLO
+70.4%
+5.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TWLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.4% | -2.4% |
| 7D | -2.8% | -1.2% | -1.6% | -2.5% |
| 30D | -2.5% | -6.4% | +3.9% | -0.6% |
| 3M | +4.4% | +6.3% | -1.9% | +0.2% |
| 6M | -2.7% | +76.4% | -79.1% | -25.0% |
| YTD | -10.5% | +58.8% | -69.3% | -28.9% |
| 1Y | -22.5% | +107.1% | -129.6% | -45.5% |
| 3Y | +54.8% | +245.0% | -190.2% | -20.1% |
| 5Y | +82.5% | -36.0% | +118.5% | +80.4% |
| All | +75.9% | +70.4% | +5.6% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TWLO.
Daily Out/Under-Performance
Portfolio return minus TWLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TWLO 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 TWLO 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