-48.3%
MUZ vs SIRI
+17.6%
-65.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +8.4% | +5.8% | +0.9% |
| 7D | +47.2% | +22.3% | +24.9% | +7.2% |
| 30D | +57.1% | +26.9% | +30.1% | +8.3% |
| 3M | -5.3% | +9.6% | -14.9% | -12.8% |
| All | -48.3% | +17.6% | -65.9% | -67.6% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling