-15.6%
SMH vs UPST
-21.8%
+6.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.8% | +4.0% |
| 7D | -11.2% | -4.9% | -6.3% | -9.7% |
| 30D | -25.8% | -8.9% | -16.9% | -23.5% |
| 3M | -18.8% | -26.3% | +7.5% | -10.7% |
| 6M | -15.6% | -23.7% | +8.1% | -5.9% |
| All | -15.6% | -21.8% | +6.2% | -5.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling