-24.4%
TAP vs HRB
+36.2%
-60.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.9% |
| 7D | +0.5% | +2.7% | -2.2% | +0.2% |
| 30D | +9.1% | +22.1% | -12.9% | +6.6% |
| 3M | -3.8% | +15.7% | -19.5% | -5.4% |
| 6M | -3.4% | +83.3% | -86.8% | -8.8% |
| YTD | -10.6% | +25.0% | -35.7% | -11.4% |
| 1Y | -4.4% | +6.9% | -11.3% | -2.7% |
| 3Y | -24.4% | +39.0% | -63.4% | -25.5% |
| All | -24.4% | +36.2% | -60.6% | -25.5% |
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