+1,341.2%
MU vs SIRI
-23.5%
+1,364.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -1.0% | -1.4% |
| 7D | +7.2% | +4.3% | +2.9% | +5.8% |
| 30D | +14.0% | -2.8% | +16.8% | +14.8% |
| 3M | +5.4% | +5.9% | -0.5% | +2.3% |
| 6M | +170.3% | +31.9% | +138.3% | +145.7% |
| YTD | +250.7% | +48.7% | +202.0% | +206.6% |
| 1Y | +662.1% | +23.2% | +638.9% | +602.0% |
| 3Y | +1,341.2% | -23.9% | +1,365.1% | +1,341.0% |
| All | +1,341.2% | -23.5% | +1,364.7% | +1,341.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling