-8.9%
TOST vs SYY
+7.3%
-16.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | +4.0% | -4.1% | +8.2% | +3.7% |
| 30D | +11.1% | +0.3% | +10.7% | +11.1% |
| 3M | +0.8% | -6.3% | +7.2% | +0.3% |
| 6M | +38.8% | +9.7% | +29.1% | +41.6% |
| YTD | -2.1% | +9.4% | -11.5% | -2.6% |
| All | -8.9% | +7.3% | -16.2% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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