-49.8%
TAP vs SUI
+115.7%
-165.6%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.0% |
| 7D | +0.5% | +6.2% | -5.7% | -1.4% |
| 30D | +9.1% | +8.6% | +0.6% | +6.2% |
| 3M | -3.8% | +1.0% | -4.8% | -4.1% |
| 6M | -3.4% | -2.6% | -0.8% | -2.6% |
| YTD | -10.6% | -0.1% | -10.5% | -10.8% |
| 1Y | -4.4% | +0.5% | -4.9% | -4.8% |
| 3Y | -24.4% | +15.3% | -39.6% | -28.7% |
| 5Y | +2.1% | -26.1% | +28.2% | +9.0% |
| All | -49.8% | +115.7% | -165.6% | -64.4% |
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