+99.1%
BB vs TAP
-10.2%
+109.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.0% |
| 7D | +15.0% | -7.8% | +22.8% | +11.4% |
| 30D | +3.5% | +7.1% | -3.6% | +6.7% |
| 3M | +2.7% | -7.0% | +9.7% | +1.0% |
| 6M | +44.7% | -3.8% | +48.5% | +47.8% |
| YTD | +143.3% | -11.7% | +155.0% | +147.3% |
| All | +99.1% | -10.2% | +109.4% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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