+14.1%
SWKS vs TOST
-6.2%
+20.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.1% |
| 7D | -9.2% | +11.6% | -20.8% | -9.0% |
| 30D | -1.9% | +16.2% | -18.1% | -1.7% |
| 3M | +21.2% | +1.0% | +20.2% | +21.5% |
| 6M | +12.9% | +23.2% | -10.3% | +12.9% |
| YTD | +30.7% | -1.0% | +31.7% | +36.7% |
| 1Y | +14.1% | -9.9% | +24.0% | +24.6% |
| All | +14.1% | -6.2% | +20.3% | +24.6% |
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