+28.1%
SOFI vs UPST
-52.5%
+80.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.9% | +2.9% | -1.9% |
| 7D | -2.6% | -13.5% | +10.9% | +1.7% |
| 30D | +2.6% | -19.6% | +22.2% | +9.6% |
| 3M | -12.9% | -34.2% | +21.3% | -1.1% |
| 6M | -1.7% | -31.2% | +29.5% | +10.3% |
| YTD | -40.3% | -56.2% | +15.9% | -24.2% |
| 1Y | -51.5% | -51.7% | +0.2% | -40.1% |
| 3Y | +125.2% | -8.2% | +133.5% | +115.7% |
| 5Y | -31.3% | -92.8% | +61.4% | -19.3% |
| All | +28.1% | -52.5% | +80.6% | +67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling