+289.9%
WAB vs TAP
-51.4%
+341.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +0.2% | -5.1% | +5.3% | +2.2% |
| 30D | -4.6% | -8.4% | +3.9% | -1.6% |
| 3M | +5.6% | -3.9% | +9.6% | +6.5% |
| 6M | +13.8% | -14.4% | +28.2% | +19.4% |
| YTD | +31.9% | -14.7% | +46.6% | +37.9% |
| 1Y | +48.3% | -18.7% | +66.9% | +57.2% |
| 3Y | +167.1% | -32.6% | +199.8% | +199.5% |
| 5Y | +222.9% | -1.4% | +224.3% | +196.4% |
| 10Y | +289.9% | -50.4% | +340.3% | +261.2% |
| All | +289.9% | -51.4% | +341.3% | +261.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling