+141.6%
SN vs UPST
-47.4%
+188.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +3.5% | -12.1% | +15.6% | +6.8% |
| 30D | +19.4% | -13.4% | +32.9% | +23.3% |
| 3M | +20.9% | -31.2% | +52.1% | +31.9% |
| 6M | +111.1% | -28.3% | +139.5% | +126.8% |
| YTD | +102.8% | -53.0% | +155.8% | +124.9% |
| All | +141.6% | -47.4% | +188.9% | +156.5% |
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