+124.6%
UAL vs SIRI
-24.2%
+148.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -1.1% | -3.9% | +2.8% | -0.3% |
| 30D | -13.4% | -0.8% | -12.6% | -13.3% |
| 3M | -2.3% | +4.3% | -6.6% | -3.4% |
| 6M | +13.3% | +34.1% | -20.7% | +5.9% |
| YTD | -4.2% | +47.3% | -51.5% | -12.9% |
| 1Y | +1.4% | +22.9% | -21.5% | -4.0% |
| All | +124.6% | -24.2% | +148.8% | +126.1% |
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