-32.0%
TAP vs BTG
+101.2%
-133.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -4.0% |
| 7D | -2.3% | +4.8% | -7.1% | -2.4% |
| 30D | -9.4% | +8.3% | -17.8% | -9.6% |
| 3M | -0.8% | +32.3% | -33.1% | -1.6% |
| 6M | -14.7% | +3.0% | -17.7% | -15.0% |
| YTD | -13.9% | +21.9% | -35.9% | -14.8% |
| 1Y | -18.6% | +28.2% | -46.8% | -19.9% |
| 3Y | -32.0% | +99.9% | -131.9% | -35.4% |
| All | -32.0% | +101.2% | -133.2% | -35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling