+7.6%
SLV vs UPST
-47.3%
+54.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +5.1% | -4.9% | +10.0% | +5.9% |
| 30D | -12.9% | -8.9% | -4.0% | -11.6% |
| 3M | -16.1% | -26.3% | +10.2% | -12.1% |
| 6M | -33.2% | -23.7% | -9.4% | -30.2% |
| YTD | -27.2% | -49.9% | +22.7% | -21.2% |
| 1Y | +7.6% | -42.0% | +49.6% | +13.1% |
| All | +7.6% | -47.3% | +54.9% | +13.1% |
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