-90.2%
SNDQ vs UPST
-42.7%
-47.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.1% | +8.9% | +13.0% |
| 7D | -18.7% | -10.6% | -8.0% | -25.9% |
| 30D | +69.5% | -14.0% | +83.5% | +51.4% |
| 3M | +54.2% | -36.8% | +91.1% | +3.7% |
| 6M | -69.6% | -27.5% | -42.1% | -76.9% |
| All | -90.2% | -42.7% | -47.5% | -92.5% |
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