-63.2%
SPCH vs UPST
-27.0%
-36.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +9.4% | -17.0% | -13.7% |
| 7D | -13.4% | -3.1% | -10.3% | -10.9% |
| 30D | -39.6% | -4.0% | -35.7% | -37.8% |
| 3M | -1.4% | -22.9% | +21.5% | +24.5% |
| All | -63.2% | -27.0% | -36.1% | -48.3% |
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 · Available span rolling