-47.6%
TAP vs SUI
+117.1%
-164.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | -4.5% | +3.4% | -7.9% | -5.6% |
| 30D | +7.5% | +4.6% | +2.9% | +5.9% |
| 3M | -4.9% | +1.6% | -6.5% | -5.4% |
| 6M | -3.5% | -3.5% | 0.0% | -2.4% |
| YTD | -11.4% | -1.0% | -10.4% | -11.3% |
| 1Y | -10.8% | -1.7% | -9.1% | -10.5% |
| 3Y | -24.5% | +18.4% | -42.8% | -29.4% |
| 5Y | +2.5% | -26.3% | +28.8% | +9.4% |
| 10Y | -47.6% | +123.3% | -170.9% | -61.5% |
| All | -47.6% | +117.1% | -164.7% | -61.5% |
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