-9.6%
TOST vs TECH
+26.8%
-36.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +3.0% | +0.2% | +2.7% | +2.9% |
| 30D | +10.3% | +0.5% | +9.8% | +10.1% |
| 3M | -3.3% | +1.1% | -4.4% | -3.6% |
| 6M | +37.8% | +51.0% | -13.2% | +20.2% |
| YTD | -2.8% | +24.4% | -27.1% | -10.5% |
| 1Y | -9.6% | +27.4% | -37.0% | -17.7% |
| All | -9.6% | +26.8% | -36.4% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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