+433.2%
SNXX vs UPST
-41.3%
+474.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | +1.8% |
| 7D | +26.7% | -1.5% | +28.2% | +27.2% |
| 30D | +90.7% | -13.2% | +103.9% | +102.0% |
| 3M | -30.9% | -13.0% | -17.9% | -25.7% |
| 6M | +409.9% | -2.9% | +412.8% | +427.0% |
| All | +433.2% | -41.3% | +474.6% | +297.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling