+4,601.6%
SNDK vs UPST
-71.4%
+4,673.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.0% |
| 7D | +8.8% | -12.0% | +20.8% | +13.4% |
| 30D | +33.2% | -16.0% | +49.2% | +40.4% |
| 3M | +3.0% | -17.2% | +20.2% | +9.6% |
| 6M | +173.5% | -10.9% | +184.4% | +180.2% |
| YTD | +613.0% | -42.6% | +655.6% | +715.9% |
| 1Y | +2,189.8% | -59.8% | +2,249.5% | +2,860.1% |
| All | +4,601.6% | -71.4% | +4,673.0% | +6,023.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling