-14.3%
TEAM vs TAP
-22.2%
+7.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -2.2% |
| 7D | -2.4% | +1.3% | -3.7% | -2.7% |
| 30D | -26.7% | +5.7% | -32.4% | -27.5% |
| 3M | -9.6% | -1.9% | -7.7% | -9.3% |
| 6M | +86.0% | +0.9% | +85.1% | +86.2% |
| YTD | -7.5% | -9.5% | +2.0% | -6.5% |
| 1Y | -1.4% | -9.0% | +7.6% | -0.5% |
| 3Y | -14.3% | -22.2% | +7.9% | -8.0% |
| All | -14.3% | -22.2% | +7.8% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling