+433.2%
SNDK vs UPST
-48.7%
+481.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +9.4% | -17.3% | -10.3% |
| 7D | -26.2% | -3.1% | -23.0% | -25.4% |
| 30D | -39.1% | -4.0% | -35.1% | -38.4% |
| 3M | -27.3% | -22.9% | -4.4% | -22.8% |
| 6M | -17.4% | -27.1% | +9.7% | -11.0% |
| YTD | +337.0% | -46.5% | +383.6% | +368.3% |
| 1Y | +433.2% | -49.4% | +482.6% | +481.9% |
| All | +433.2% | -48.7% | +481.9% | +481.9% |
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