+2.2%
TEAM vs TAP
-19.0%
+21.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -6.1% |
| 7D | -5.7% | -2.3% | -3.4% | -5.1% |
| 30D | +18.3% | -9.4% | +27.7% | +20.4% |
| 3M | +80.2% | -0.8% | +81.0% | +83.3% |
| 6M | +111.0% | -14.7% | +125.7% | +111.8% |
| YTD | +8.8% | -13.9% | +22.7% | +10.4% |
| 1Y | +2.2% | -18.6% | +20.8% | +2.3% |
| All | +2.2% | -19.0% | +21.1% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling