+31.6%
SPGI vs UPST
+2.1%
+29.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -0.9% | +4.4% | -5.3% | -1.2% |
| 30D | +15.5% | -7.7% | +23.2% | +16.0% |
| 3M | +15.7% | -28.4% | +44.1% | +18.1% |
| 6M | +19.1% | -23.2% | +42.2% | +20.6% |
| YTD | -4.1% | -49.1% | +45.1% | -0.6% |
| 1Y | +1.2% | -42.4% | +43.6% | +3.9% |
| 3Y | +31.6% | +5.4% | +26.2% | +27.7% |
| All | +31.6% | +2.1% | +29.5% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling