+32.1%
SOLS vs UPST
-40.8%
+72.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.6% | +5.5% | +3.9% |
| 7D | +0.3% | -3.5% | +3.9% | +0.5% |
| 30D | +2.1% | -7.1% | +9.2% | +2.5% |
| 3M | -24.1% | -13.1% | -11.1% | -23.6% |
| 6M | -15.0% | -1.1% | -13.9% | -15.1% |
| YTD | +31.6% | -35.9% | +67.5% | +30.3% |
| All | +32.1% | -40.8% | +72.9% | +26.2% |
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 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