+506.3%
NOW vs TAP
-48.8%
+555.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.1% |
| 7D | -8.7% | -4.5% | -4.2% | -8.2% |
| 30D | -29.3% | +7.5% | -36.8% | -30.0% |
| 3M | -21.8% | -4.9% | -17.0% | -21.4% |
| 6M | +9.2% | -3.5% | +12.7% | +9.6% |
| YTD | -35.0% | -11.4% | -23.6% | -34.3% |
| 1Y | -42.5% | -10.8% | -31.7% | -42.0% |
| 3Y | -21.5% | -24.5% | +2.9% | -19.7% |
| 5Y | -25.8% | +2.5% | -28.2% | -27.4% |
| 10Y | +506.3% | -47.6% | +553.9% | +555.0% |
| All | +506.3% | -48.8% | +555.2% | +555.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling