+7,557.6%
UNH vs SIRI
-17.7%
+7,575.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -3.2% | -3.0% | -0.2% | -3.0% |
| 30D | -3.5% | +1.3% | -4.8% | -3.5% |
| 3M | -4.2% | +5.6% | -9.8% | -4.4% |
| 6M | +38.3% | +35.2% | +3.2% | +36.4% |
| YTD | +19.2% | +49.1% | -29.9% | +17.0% |
| 1Y | +15.0% | +26.8% | -11.8% | +13.6% |
| 3Y | -14.5% | -23.7% | +9.1% | -14.6% |
| 5Y | +4.6% | -41.8% | +46.4% | +5.0% |
| 10Y | +241.1% | -11.3% | +252.4% | +236.9% |
| All | +7,557.6% | -17.7% | +7,575.2% | +6,302.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling