-9.0%
TAP vs BTG
+17.5%
-26.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.2% |
| 7D | +1.3% | -9.1% | +10.3% | +1.4% |
| 30D | +5.7% | -1.6% | +7.3% | +5.5% |
| 3M | -1.9% | -2.8% | +0.9% | -2.1% |
| 6M | +0.9% | -7.6% | +8.5% | +1.0% |
| YTD | -9.5% | +10.2% | -19.7% | -10.7% |
| 1Y | -9.0% | +21.3% | -30.2% | -10.3% |
| All | -9.0% | +17.5% | -26.5% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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