+4,437.1%
SNDK vs UPST
-70.9%
+4,507.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.0% | -5.5% | -4.1% |
| 7D | -6.1% | -8.8% | +2.6% | -3.3% |
| 30D | +21.5% | -12.1% | +33.6% | +26.2% |
| 3M | -13.2% | -19.5% | +6.3% | -7.1% |
| 6M | +149.2% | -6.8% | +156.0% | +151.9% |
| YTD | +588.1% | -41.5% | +629.6% | +682.1% |
| 1Y | +1,837.5% | -58.9% | +1,896.4% | +2,384.8% |
| All | +4,437.1% | -70.9% | +4,507.9% | +5,769.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling