-50.5%
SE vs UPST
-48.7%
-1.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.3% | +6.8% | +0.3% |
| 7D | 0.0% | -4.5% | +4.5% | +1.0% |
| 30D | -19.4% | -15.3% | -4.1% | -16.6% |
| 3M | -33.1% | -32.4% | -0.7% | -27.7% |
| 6M | -11.4% | -29.5% | +18.1% | -5.4% |
| YTD | -39.8% | -53.3% | +13.5% | -31.6% |
| 1Y | -50.5% | -47.4% | -3.1% | -45.8% |
| All | -50.5% | -48.7% | -1.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling