+5,744.5%
MU vs SIRI
-11.0%
+5,755.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.3% |
| 7D | +2.0% | -3.0% | +5.0% | +3.0% |
| 30D | +12.5% | +1.3% | +11.2% | +11.8% |
| 3M | +9.6% | +5.6% | +4.0% | +6.0% |
| 6M | +142.6% | +35.2% | +107.5% | +114.1% |
| YTD | +242.7% | +49.1% | +193.6% | +190.2% |
| 1Y | +599.3% | +26.8% | +572.5% | +525.4% |
| 3Y | +1,308.3% | -23.7% | +1,331.9% | +1,312.9% |
| 5Y | +1,263.7% | -41.8% | +1,305.5% | +1,291.0% |
| All | +5,744.5% | -11.0% | +5,755.5% | +4,513.9% |
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