+948.7%
TAP vs SUI
+4,171.7%
-3,223.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | +7.7% | +8.8% | -1.1% | +5.5% |
| 30D | +14.4% | +8.9% | +5.5% | +12.0% |
| 3M | +2.0% | +2.0% | 0.0% | +1.5% |
| 6M | +2.5% | -0.6% | +3.1% | +2.7% |
| YTD | -6.4% | +1.3% | -7.8% | -6.8% |
| 1Y | -2.3% | +1.3% | -3.6% | -2.8% |
| 3Y | -20.3% | +16.3% | -36.6% | -23.8% |
| 5Y | +6.9% | -25.1% | +31.9% | +11.9% |
| 10Y | -46.3% | +121.1% | -167.4% | -57.0% |
| All | +948.7% | +4,171.7% | -3,223.1% | +377.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling