-0.5%
UNH vs SIRI
-41.5%
+41.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | -4.5% | +0.6% | -5.1% | -4.6% |
| 30D | -6.5% | +2.5% | -9.0% | -6.7% |
| 3M | -6.0% | +6.6% | -12.6% | -6.4% |
| 6M | +33.7% | +32.9% | +0.8% | +31.1% |
| YTD | +16.4% | +50.5% | -34.1% | +13.3% |
| 1Y | +10.1% | +28.0% | -17.9% | +8.1% |
| 3Y | -16.3% | -22.4% | +6.1% | -16.7% |
| All | -0.5% | -41.5% | +41.0% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling