-45.2%
INTU vs TOST
+2.2%
-47.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +0.4% |
| 7D | +8.7% | +10.7% | -2.1% | +2.5% |
| 30D | +25.9% | +17.7% | +8.1% | +14.7% |
| 3M | +10.7% | +4.6% | +6.1% | +7.5% |
| 6M | -11.6% | +20.3% | -31.8% | -21.5% |
| YTD | -45.4% | -0.4% | -45.0% | -48.7% |
| 1Y | -45.2% | -0.8% | -44.5% | -48.6% |
| All | -45.2% | +2.2% | -47.4% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling