+100.0%
UAL vs SIRI
-11.0%
+111.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.1% |
| 7D | -2.0% | -3.0% | +1.0% | -0.9% |
| 30D | -15.7% | +1.3% | -17.0% | -16.2% |
| 3M | +3.6% | +5.6% | -2.0% | +1.0% |
| 6M | +16.9% | +35.2% | -18.3% | +2.7% |
| YTD | -4.8% | +49.1% | -53.8% | -20.3% |
| 1Y | -0.9% | +26.8% | -27.7% | -11.9% |
| 3Y | +124.5% | -23.7% | +148.1% | +124.2% |
| 5Y | +140.2% | -41.8% | +182.0% | +147.0% |
| All | +100.0% | -11.0% | +111.0% | +73.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling