-82.1%
SMR vs UPST
-44.9%
-37.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | -1.1% | +17.4% | +17.1% |
| 7D | -9.6% | -4.9% | -4.7% | -6.6% |
| 30D | -33.8% | -8.9% | -24.9% | -29.3% |
| 3M | -46.4% | -26.3% | -20.0% | -33.7% |
| 6M | -62.4% | -23.7% | -38.7% | -55.0% |
| YTD | -64.1% | -49.9% | -14.2% | -43.2% |
| All | -82.1% | -44.9% | -37.2% | -75.1% |
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