+59.7%
HAS vs TAP
-10.2%
+69.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.9% |
| 7D | +2.2% | -7.8% | +10.0% | +3.8% |
| 30D | +29.6% | +7.1% | +22.5% | +27.7% |
| 3M | +30.3% | -7.0% | +37.3% | +31.5% |
| 6M | +25.6% | -3.8% | +29.4% | +25.7% |
| YTD | +50.8% | -11.7% | +62.5% | +51.5% |
| All | +59.7% | -10.2% | +69.9% | +59.5% |
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