+53.0%
AMZN vs TOST
-48.0%
+100.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -3.0% | -3.4% | +0.4% | -2.1% |
| 30D | -5.2% | -2.4% | -2.7% | -4.6% |
| 3M | +1.9% | +34.6% | -32.8% | -6.4% |
| 6M | +19.2% | +15.2% | +4.0% | +13.1% |
| YTD | +12.0% | -4.4% | +16.4% | +11.2% |
| 1Y | +9.7% | -17.4% | +27.1% | +12.9% |
| 3Y | +87.2% | +54.5% | +32.7% | +54.7% |
| All | +53.0% | -48.0% | +100.9% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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