-38.1%
SPXS vs UPST
-59.7%
+21.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.5% | +0.4% |
| 7D | -1.5% | -1.5% | 0.0% | -2.0% |
| 30D | +3.7% | -13.2% | +16.9% | -0.6% |
| 3M | -9.6% | -13.0% | +3.4% | -11.9% |
| 6M | -32.4% | -2.9% | -29.5% | -29.9% |
| YTD | -28.7% | -38.3% | +9.6% | -33.1% |
| 1Y | -38.1% | -60.5% | +22.4% | -44.0% |
| All | -38.1% | -59.7% | +21.6% | -44.0% |
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