-44.9%
TAP vs SUI
+123.0%
-167.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.9% |
| 7D | +1.3% | -1.5% | +2.7% | +1.8% |
| 30D | +5.7% | +3.7% | +2.0% | +4.5% |
| 3M | -1.9% | -0.4% | -1.5% | -1.8% |
| 6M | +0.9% | -2.8% | +3.7% | +1.9% |
| YTD | -9.5% | -1.6% | -7.9% | -9.2% |
| 1Y | -9.0% | -2.1% | -6.9% | -8.6% |
| 3Y | -22.2% | +18.5% | -40.7% | -27.3% |
| 5Y | +1.2% | -26.5% | +27.7% | +8.2% |
| All | -44.9% | +123.0% | -167.9% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling