+2,684.0%
SNDK vs UPST
-56.5%
+2,740.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +12.3% |
| 7D | +17.2% | -3.5% | +20.7% | +18.2% |
| 30D | +28.8% | -7.1% | +36.0% | +30.8% |
| 3M | -1.1% | -13.1% | +12.0% | +2.2% |
| 6M | +190.5% | -1.1% | +191.5% | +190.7% |
| YTD | +633.0% | -35.9% | +668.9% | +678.2% |
| 1Y | +2,684.0% | -57.4% | +2,741.4% | +3,012.6% |
| All | +2,684.0% | -56.5% | +2,740.5% | +3,012.6% |
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