-49.5%
TAP vs ARWR
+921.6%
-971.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -15.3% | +14.1% | -0.6% |
| 7D | -7.8% | -17.3% | +9.5% | -7.2% |
| 30D | +7.1% | -21.5% | +28.7% | +8.0% |
| 3M | -7.0% | -43.8% | +36.8% | -5.1% |
| 6M | -3.8% | -32.3% | +28.5% | -2.7% |
| YTD | -11.7% | -25.8% | +14.1% | -11.2% |
| 1Y | -10.1% | +25.5% | -35.6% | -11.8% |
| 3Y | -23.7% | +84.1% | -107.8% | -27.7% |
| 5Y | +2.9% | -39.2% | +42.1% | 0.0% |
| 10Y | -49.5% | +1,072.4% | -1,121.9% | -55.5% |
| All | -49.5% | +921.6% | -971.1% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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