+158.9%
SN vs UPST
-48.7%
+207.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.4% | -5.3% | +2.0% |
| 7D | +10.6% | -3.1% | +13.8% | +11.2% |
| 30D | +20.0% | -4.0% | +24.0% | +20.7% |
| 3M | +30.4% | -22.9% | +53.2% | +37.3% |
| 6M | +91.0% | -27.1% | +118.1% | +101.9% |
| YTD | +95.9% | -46.5% | +142.5% | +106.3% |
| 1Y | +158.9% | -49.4% | +208.3% | +173.5% |
| All | +158.9% | -48.7% | +207.6% | +173.5% |
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