-37.6%
SMCI vs UPST
-48.7%
+11.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +9.4% | -15.1% | -9.4% |
| 7D | -17.3% | -3.1% | -14.2% | -16.5% |
| 30D | -31.5% | -4.0% | -27.5% | -30.5% |
| 3M | -6.6% | -22.9% | +16.3% | +2.9% |
| 6M | +6.0% | -27.1% | +33.1% | +18.2% |
| YTD | +1.1% | -46.5% | +47.7% | +23.1% |
| 1Y | -37.6% | -49.4% | +11.9% | -22.5% |
| All | -37.6% | -48.7% | +11.1% | -22.5% |
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