-24.2%
SPXU vs UPST
-47.2%
+23.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.3% | +9.4% | -1.9% |
| 7D | +0.5% | -4.5% | +5.0% | -0.6% |
| 30D | +10.9% | -15.3% | +26.2% | +5.7% |
| 3M | +9.6% | -32.4% | +42.0% | -2.6% |
| 6M | -4.7% | -29.5% | +24.9% | -12.3% |
| YTD | -24.6% | -53.3% | +28.7% | -34.8% |
| All | -24.2% | -47.2% | +23.0% | -30.3% |
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