+6.4%
SO vs UPST
-46.8%
+53.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | +0.8% | -12.1% | +12.8% | +0.3% |
| 30D | +7.8% | -13.4% | +21.2% | +7.3% |
| 3M | +2.9% | -31.2% | +34.1% | +1.7% |
| 6M | +2.5% | -28.3% | +30.8% | +1.5% |
| YTD | +10.3% | -53.0% | +63.2% | +8.4% |
| 1Y | +6.4% | -47.2% | +53.5% | +3.4% |
| All | +6.4% | -46.8% | +53.2% | +3.4% |
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