-16.0%
NOW vs TOST
+99.4%
-115.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.7% |
| 7D | -6.7% | +11.6% | -18.3% | -10.7% |
| 30D | -25.8% | +16.2% | -42.0% | -30.0% |
| 3M | -12.7% | +1.0% | -13.7% | -13.5% |
| 6M | +11.2% | +23.2% | -11.9% | +1.9% |
| YTD | -33.2% | -1.0% | -32.2% | -34.6% |
| 1Y | -41.8% | -9.9% | -31.9% | -41.7% |
| All | -16.0% | +99.4% | -115.4% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling