+55.3%
BE vs TAP
+4.4%
+50.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.0% | -9.4% | -2.6% |
| 7D | -12.1% | +9.9% | -22.1% | -0.3% |
| 30D | -30.1% | +18.1% | -48.2% | -12.1% |
| 3M | -12.1% | +3.2% | -15.3% | -5.2% |
| 6M | -30.6% | +8.4% | -39.0% | -16.5% |
| YTD | +130.6% | -4.4% | +135.0% | +144.7% |
| 1Y | +55.3% | +3.2% | +52.0% | +74.6% |
| All | +55.3% | +4.4% | +50.9% | +74.6% |
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