+103.2%
TOST vs DAR
+11.9%
+91.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +9.4% | -9.9% | +19.4% | +11.7% |
| 30D | +13.5% | -16.4% | +29.9% | +17.4% |
| 3M | -0.1% | -17.1% | +16.9% | +3.0% |
| 6M | +22.5% | -20.5% | +42.9% | +27.1% |
| YTD | -2.4% | +39.4% | -41.8% | -14.7% |
| 1Y | -4.7% | +57.2% | -61.9% | -20.1% |
| 3Y | +103.2% | +13.9% | +89.4% | +84.1% |
| All | +103.2% | +11.9% | +91.4% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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