+1,122.0%
DELL vs TAP
0.0%
+1,122.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.1% | +6.0% | +2.1% |
| 7D | +25.6% | -2.3% | +27.9% | +25.8% |
| 30D | +17.7% | -9.4% | +27.1% | +18.3% |
| 3M | +33.4% | -0.8% | +34.2% | +32.8% |
| 6M | +266.2% | -14.7% | +280.9% | +272.7% |
| YTD | +328.0% | -13.9% | +341.9% | +333.4% |
| 1Y | +339.6% | -18.6% | +358.2% | +349.7% |
| 3Y | +694.6% | -32.0% | +726.6% | +744.9% |
| 5Y | +1,122.0% | -1.0% | +1,123.0% | +1,003.3% |
| All | +1,122.0% | 0.0% | +1,122.0% | +1,003.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling