+260.6%
SNDU vs UPST
+4.3%
+256.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.6% | +25.3% | +25.0% |
| 7D | +35.2% | -3.5% | +38.7% | +38.7% |
| 30D | +50.8% | -7.1% | +57.9% | +57.2% |
| 3M | -43.2% | -13.1% | -30.1% | -35.4% |
| All | +260.6% | +4.3% | +256.3% | +235.2% |
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