-95.5%
SNDQ vs UPST
-26.5%
-69.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.1% | +11.0% | +5.3% |
| 7D | -20.4% | -12.0% | -8.4% | -29.1% |
| 30D | -54.5% | -16.0% | -38.5% | -60.7% |
| 3M | -79.1% | -17.2% | -61.9% | -80.7% |
| All | -95.5% | -26.5% | -69.0% | -95.8% |
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 · Available span rolling