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  • BB vs TAP✓SelectedUSD · TAPBB vs TAP performance historyLatest closeAs of+2.21%09/08
Stock and ETF performance explorer

BB vs TAP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+103.9%
TAP return
-19.0%
Excess return
+122.8%
Maximum drawdown
-40.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioTAPExcessAlpha
1D+2.2%-4.1%+6.3%+0.8%
7D+0.5%-2.3%+2.8%-0.2%
30D-12.4%-9.4%-3.0%-15.0%
3M-15.3%-0.8%-14.5%-14.7%
6M+128.8%-14.7%+143.5%+125.8%
YTD+107.7%-13.9%+121.6%+107.3%
1Y+103.9%-18.6%+122.5%+94.4%
All+103.9%-19.0%+122.8%+94.4%

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