-24.5%
TAP vs ARWR
+81.3%
-105.8%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | -4.5% | -17.7% | +13.2% | -4.0% |
| 30D | +7.5% | -21.9% | +29.4% | +8.2% |
| 3M | -4.9% | -44.5% | +39.6% | -3.4% |
| 6M | -3.5% | -32.6% | +29.1% | -2.7% |
| YTD | -11.4% | -26.2% | +14.8% | -11.2% |
| 1Y | -10.8% | +23.0% | -33.8% | -12.6% |
| 3Y | -24.5% | +81.8% | -106.2% | -28.6% |
| All | -24.5% | +81.3% | -105.8% | -28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling