-23.1%
SMCI vs UPST
-50.9%
+27.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -6.9% | -4.4% | -8.6% |
| 7D | -0.3% | -13.5% | +13.2% | +5.5% |
| 30D | -30.9% | -19.6% | -11.3% | -24.9% |
| 3M | -28.2% | -34.2% | +6.0% | -16.1% |
| 6M | -17.7% | -31.2% | +13.5% | -5.3% |
| YTD | -7.8% | -56.2% | +48.4% | +18.1% |
| All | -23.1% | -50.9% | +27.8% | -11.1% |
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