+0.7%
SOFI vs UPST
-28.9%
+29.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -2.8% |
| 7D | -4.9% | -10.6% | +5.8% | +2.5% |
| 30D | +8.4% | -14.0% | +22.4% | +19.7% |
| 3M | -16.3% | -36.8% | +20.5% | +15.2% |
| 6M | +0.7% | -27.5% | +28.2% | +24.2% |
| All | +0.7% | -28.9% | +29.6% | +24.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling