+404.4%
SNXX vs UPST
-45.4%
+449.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.1% | -4.9% | -6.6% |
| 7D | +16.8% | -12.0% | +28.8% | +23.5% |
| 30D | +65.3% | -16.0% | +81.3% | +77.8% |
| 3M | -34.8% | -17.2% | -17.6% | -27.9% |
| 6M | +255.1% | -10.9% | +266.0% | +276.7% |
| All | +404.4% | -45.4% | +449.8% | +288.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling