+981.3%
MSI vs SIRI
-17.9%
+999.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.3% |
| 7D | -6.0% | +4.3% | -10.3% | -6.4% |
| 30D | -1.2% | -2.8% | +1.6% | -1.0% |
| 3M | +13.9% | +5.9% | +7.9% | +13.1% |
| 6M | +1.0% | +31.9% | -30.9% | -1.7% |
| YTD | +21.5% | +48.7% | -27.2% | +16.8% |
| 1Y | -2.1% | +23.2% | -25.3% | -4.4% |
| 3Y | +69.3% | -23.9% | +93.2% | +69.0% |
| 5Y | +99.3% | -43.4% | +142.7% | +101.4% |
| 10Y | +595.0% | -13.6% | +608.6% | +574.3% |
| All | +981.3% | -17.9% | +999.1% | +738.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling