-28.5%
TAP vs HRB
+38.9%
-67.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.3% |
| 7D | -2.3% | -5.7% | +3.3% | -1.7% |
| 30D | -2.1% | +7.9% | -10.0% | -2.9% |
| 3M | +6.6% | +32.1% | -25.5% | +3.7% |
| 6M | -11.5% | +62.2% | -73.7% | -15.6% |
| YTD | -10.3% | +16.4% | -26.7% | -10.3% |
| 1Y | -14.4% | -0.3% | -14.1% | -12.1% |
| All | -28.5% | +38.9% | -67.4% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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