-57.4%
MUZ vs SIRI
+14.6%
-72.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +0.1% | -23.9% | -24.0% |
| 7D | -17.7% | -2.6% | -15.0% | -14.5% |
| 30D | +14.5% | +22.2% | -7.8% | -16.9% |
| 3M | -25.7% | +14.1% | -39.8% | -40.0% |
| All | -57.4% | +14.6% | -72.0% | -72.3% |
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 · Available span rolling