+336.3%
WBD vs TAP
+102.2%
+234.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.1% | -51.8% | +68.9% | +27.8% |
| 7D | +17.1% | -51.8% | +68.9% | +27.8% |
| 30D | +17.1% | -51.8% | +68.9% | +27.8% |
| 3M | +17.1% | -51.8% | +68.9% | +27.8% |
| 6M | +17.1% | -51.8% | +68.9% | +27.8% |
| YTD | +17.1% | -51.8% | +68.9% | +27.8% |
| 1Y | +17.1% | -51.8% | +68.9% | +27.8% |
| 3Y | +17.1% | -51.8% | +68.9% | +27.8% |
| 5Y | +17.1% | -51.8% | +68.9% | +27.8% |
| 10Y | +11.8% | -55.7% | +67.5% | +26.1% |
| All | +336.3% | +102.2% | +234.0% | +171.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling