+37.6%
TECH vs TAP
-14.5%
+52.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | +0.1% | -2.3% | +2.4% | +0.5% |
| 30D | +0.7% | -2.1% | +2.9% | +1.0% |
| 3M | +36.3% | +6.6% | +29.7% | +34.4% |
| 6M | +25.6% | -11.5% | +37.1% | +28.3% |
| YTD | +23.7% | -10.3% | +34.0% | +26.5% |
| 1Y | +37.6% | -14.4% | +52.0% | +47.4% |
| All | +37.6% | -14.5% | +52.1% | +47.4% |
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