+15.6%
SNPS vs UPST
-49.8%
+65.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.8% | -2.0% |
| 7D | +1.1% | -10.6% | +11.7% | +3.2% |
| 30D | -5.2% | -14.0% | +8.8% | -2.6% |
| 3M | +10.6% | -36.8% | +47.4% | +20.9% |
| 6M | -10.6% | -27.5% | +16.9% | -6.2% |
| YTD | -3.1% | -55.3% | +52.2% | +8.1% |
| 1Y | +15.6% | -47.5% | +63.1% | +28.6% |
| All | +15.6% | -49.8% | +65.4% | +28.6% |
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