+41.6%
SMH vs UPST
-49.8%
+91.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.4% |
| 7D | +4.9% | -10.6% | +15.6% | +7.3% |
| 30D | -13.8% | -14.0% | +0.2% | -11.1% |
| 3M | -17.4% | -36.8% | +19.5% | -9.4% |
| 6M | -15.0% | -27.5% | +12.6% | -8.9% |
| YTD | +35.2% | -55.3% | +90.4% | +51.2% |
| 1Y | +41.6% | -47.5% | +89.1% | +54.1% |
| All | +41.6% | -49.8% | +91.4% | +54.1% |
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