+4,524.1%
MU vs SIRI
-7.8%
+4,531.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.0% |
| 7D | +21.6% | -3.7% | +25.3% | +23.2% |
| 30D | -16.2% | +20.4% | -36.7% | -22.0% |
| 3M | -12.4% | +12.5% | -24.9% | -16.8% |
| 6M | +4.2% | +23.4% | -19.3% | -5.2% |
| YTD | +180.0% | +65.2% | +114.8% | +126.8% |
| 1Y | +226.4% | +52.4% | +174.0% | +172.5% |
| 3Y | +969.7% | -22.6% | +992.3% | +979.6% |
| 5Y | +957.9% | -41.7% | +999.6% | +1,005.1% |
| All | +4,524.1% | -7.8% | +4,531.9% | +3,778.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling