+475.2%
TEAM vs TAP
-52.1%
+527.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -6.6% |
| 7D | -5.7% | -2.3% | -3.4% | -5.5% |
| 30D | +18.3% | -9.4% | +27.7% | +19.3% |
| 3M | +80.2% | -0.8% | +81.0% | +80.7% |
| 6M | +111.0% | -14.7% | +125.7% | +113.3% |
| YTD | +8.8% | -13.9% | +22.7% | +9.9% |
| 1Y | +2.2% | -18.6% | +20.8% | +3.5% |
| 3Y | -14.6% | -32.0% | +17.4% | -12.7% |
| 5Y | -53.8% | -1.0% | -52.8% | -52.9% |
| 10Y | +475.2% | -51.4% | +526.6% | +570.1% |
| All | +475.2% | -52.1% | +527.3% | +570.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling