-40.8%
SOFI vs UPST
-48.7%
+7.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.8% | -2.0% |
| 7D | +1.4% | -3.1% | +4.5% | +3.0% |
| 30D | +9.2% | -4.0% | +13.2% | +11.6% |
| 3M | -7.1% | -22.9% | +15.8% | +7.8% |
| 6M | +7.3% | -27.1% | +34.4% | +27.5% |
| YTD | -33.6% | -46.5% | +12.9% | -9.2% |
| 1Y | -40.8% | -49.4% | +8.6% | -17.0% |
| All | -40.8% | -48.7% | +7.9% | -17.0% |
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