-50.4%
TAP vs SUI
+110.1%
-160.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -2.3% | -2.8% | +0.5% | -1.4% |
| 30D | -2.1% | -1.2% | -1.0% | -1.8% |
| 3M | +6.6% | -1.7% | +8.4% | +7.3% |
| 6M | -11.5% | -10.5% | -1.0% | -8.3% |
| YTD | -10.3% | -1.8% | -8.4% | -9.9% |
| 1Y | -14.4% | -4.1% | -10.3% | -13.5% |
| 3Y | -28.3% | +11.3% | -39.5% | -31.7% |
| 5Y | +1.7% | -32.1% | +33.8% | +11.6% |
| All | -50.4% | +110.1% | -160.4% | -63.9% |
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