-1.0%
TAP vs HRB
+112.6%
-113.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.5% | +2.4% | -3.2% |
| 7D | -2.3% | -9.1% | +6.7% | -1.1% |
| 30D | -9.4% | +0.3% | -9.7% | -9.5% |
| 3M | -0.8% | +23.4% | -24.2% | -3.6% |
| 6M | -14.7% | +45.1% | -59.9% | -19.0% |
| YTD | -13.9% | +8.9% | -22.8% | -14.7% |
| 1Y | -18.6% | -7.9% | -10.7% | -17.0% |
| 3Y | -32.0% | +27.9% | -59.9% | -35.2% |
| 5Y | -1.0% | +108.3% | -109.3% | -13.2% |
| All | -1.0% | +112.6% | -113.6% | -13.2% |
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