+16.4%
SOFI vs UPST
-90.2%
+106.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.7% | +0.3% |
| 7D | +5.6% | -1.5% | +7.1% | +6.3% |
| 30D | -2.0% | -13.2% | +11.2% | +3.6% |
| 3M | +9.2% | -13.0% | +22.1% | +15.4% |
| 6M | -4.7% | -2.9% | -1.8% | -3.8% |
| YTD | -31.2% | -38.3% | +7.1% | -18.3% |
| 1Y | -30.6% | -60.5% | +29.8% | -3.6% |
| 3Y | +110.6% | -11.7% | +122.4% | +82.1% |
| 5Y | +16.4% | -90.2% | +106.6% | +58.1% |
| All | +16.4% | -90.2% | +106.6% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling