-23.4%
SMCI vs UPST
-49.8%
+26.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.6% | -1.3% |
| 7D | -6.6% | -10.6% | +4.1% | -2.3% |
| 30D | -24.9% | -14.0% | -10.9% | -20.5% |
| 3M | -31.4% | -36.8% | +5.5% | -18.5% |
| 6M | -16.0% | -27.5% | +11.5% | -5.2% |
| YTD | -8.2% | -55.3% | +47.1% | +16.5% |
| 1Y | -23.4% | -47.5% | +24.1% | -12.2% |
| All | -23.4% | -49.8% | +26.4% | -12.2% |
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