-7.9%
TEAM vs TOST
+55.9%
-63.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -0.4% | -3.4% | +3.0% | +1.3% |
| 30D | +67.3% | -2.4% | +69.7% | +68.4% |
| 3M | +86.8% | +34.6% | +52.2% | +60.5% |
| 6M | +146.8% | +15.2% | +131.6% | +129.0% |
| YTD | +16.9% | -4.4% | +21.3% | +17.3% |
| 1Y | +12.8% | -17.4% | +30.2% | +19.4% |
| All | -7.9% | +55.9% | -63.9% | -20.3% |
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