+66.7%
SNXX vs UPST
-49.2%
+115.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +9.4% | -25.2% | -20.2% |
| 7D | -47.8% | -3.1% | -44.6% | -46.5% |
| 30D | -66.0% | -4.0% | -62.0% | -64.9% |
| 3M | -57.5% | -22.9% | -34.6% | -51.9% |
| 6M | -66.7% | -27.1% | -39.6% | -60.9% |
| All | +66.7% | -49.2% | +115.9% | +34.3% |
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