-22.2%
TAP vs RVTY
+85.4%
-107.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.4% |
| 7D | +1.3% | -0.5% | +1.7% | +1.3% |
| 30D | +5.7% | +1.5% | +4.2% | +5.2% |
| 3M | -1.9% | +31.5% | -33.4% | -6.6% |
| 6M | +0.9% | +62.7% | -61.7% | -7.6% |
| YTD | -9.5% | +60.0% | -69.5% | -17.5% |
| 1Y | -9.0% | +65.7% | -74.7% | -17.8% |
| 3Y | -22.2% | +85.2% | -107.4% | -31.0% |
| All | -22.2% | +85.4% | -107.6% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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