-37.0%
SPXU vs UPST
-62.0%
+25.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.0% | +5.4% | +0.1% |
| 7D | +1.3% | -8.1% | +9.4% | -1.4% |
| 30D | +5.1% | -14.3% | +19.4% | +0.4% |
| 3M | -9.1% | -16.6% | +7.5% | -12.7% |
| 6M | -29.6% | -7.3% | -22.3% | -28.1% |
| YTD | -27.7% | -40.8% | +13.1% | -33.1% |
| 1Y | -37.0% | -62.4% | +25.5% | -43.9% |
| All | -37.0% | -62.0% | +25.1% | -43.9% |
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