-67.1%
SMR vs UPST
-59.7%
-7.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.8% | +19.1% | +18.0% |
| 7D | +21.4% | -1.5% | +22.9% | +22.2% |
| 30D | +13.8% | -13.2% | +27.1% | +25.8% |
| 3M | +3.9% | -13.0% | +16.9% | +14.3% |
| 6M | -4.2% | -2.9% | -1.3% | -3.1% |
| YTD | -21.1% | -38.3% | +17.2% | +7.8% |
| 1Y | -67.1% | -60.5% | -6.6% | -36.3% |
| All | -67.1% | -59.7% | -7.3% | -36.3% |
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