+34.1%
SPG vs UPST
-48.7%
+82.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.3% | +8.9% | +1.0% |
| 7D | +5.6% | -4.5% | +10.1% | +5.8% |
| 30D | +17.6% | -15.3% | +32.9% | +18.3% |
| 3M | +7.5% | -32.4% | +39.9% | +9.2% |
| 6M | +18.5% | -29.5% | +48.1% | +19.8% |
| YTD | +30.9% | -53.3% | +84.3% | +32.7% |
| 1Y | +34.1% | -47.4% | +81.5% | +33.3% |
| All | +34.1% | -48.7% | +82.8% | +33.3% |
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 · 6 months rolling