-8.9%
TOST vs TRGP
+60.7%
-69.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.1% | +1.2% |
| 7D | +4.0% | -7.2% | +11.2% | +1.9% |
| 30D | +11.1% | -4.2% | +15.2% | +9.6% |
| 3M | +0.8% | +7.0% | -6.1% | +2.2% |
| 6M | +38.8% | +11.2% | +27.6% | +39.7% |
| YTD | -2.1% | +51.1% | -53.2% | +1.7% |
| All | -8.9% | +60.7% | -69.7% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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