+203.5%
SPMO vs UPST
+7.9%
+195.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.7% |
| 7D | +2.0% | -3.5% | +5.5% | +2.2% |
| 30D | -0.4% | -7.1% | +6.8% | 0.0% |
| 3M | -1.9% | -13.1% | +11.2% | -1.2% |
| 6M | +25.0% | -1.1% | +26.1% | +24.7% |
| YTD | +26.0% | -35.9% | +61.9% | +28.3% |
| 1Y | +28.7% | -57.4% | +86.1% | +33.4% |
| 3Y | +160.9% | -14.9% | +175.8% | +153.8% |
| 5Y | +147.9% | -88.7% | +236.6% | +142.6% |
| All | +203.5% | +7.9% | +195.6% | +193.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling