-9.6%
TOST vs GEN
+18.5%
-28.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +3.0% | +1.0% | +1.9% | +2.6% |
| 30D | +10.3% | +29.1% | -18.8% | +1.2% |
| 3M | -3.3% | +2.9% | -6.2% | -3.1% |
| 6M | +37.8% | +33.6% | +4.2% | +23.7% |
| YTD | -2.8% | +12.0% | -14.8% | +4.4% |
| 1Y | -9.6% | +16.2% | -25.7% | -5.8% |
| All | -9.6% | +18.5% | -28.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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