+3.2%
TAP vs SUI
-26.3%
+29.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.7% |
| 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% | -28.4% |
| All | +3.2% | -26.3% | +29.5% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling