+60.9%
HAS vs TAP
-9.9%
+70.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | +3.3% | -4.5% | +7.8% | +4.2% |
| 30D | +30.5% | +7.5% | +23.1% | +28.6% |
| 3M | +29.9% | -4.9% | +34.8% | +30.6% |
| 6M | +26.5% | -3.5% | +30.0% | +26.5% |
| YTD | +51.9% | -11.4% | +63.4% | +52.5% |
| 1Y | +60.9% | -10.8% | +71.7% | +60.6% |
| All | +60.9% | -9.9% | +70.8% | +60.6% |
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