+3.2%
TAP vs HRB
+145.8%
-142.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.2% |
| 3M | -3.8% | +15.7% | -19.5% | -5.8% |
| 6M | -3.4% | +83.3% | -86.8% | -10.9% |
| YTD | -10.6% | +25.0% | -35.7% | -13.0% |
| 1Y | -4.4% | +6.9% | -11.3% | -4.5% |
| 3Y | -24.4% | +39.0% | -63.4% | -28.4% |
| All | +3.2% | +145.8% | -142.6% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling