+52.0%
STT vs UPST
-48.7%
+100.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.4% | -7.2% | +1.1% |
| 7D | -0.1% | -3.1% | +3.1% | +0.2% |
| 30D | -1.7% | -4.0% | +2.3% | -1.4% |
| 3M | -6.4% | -22.9% | +16.5% | -3.9% |
| 6M | +17.7% | -27.1% | +44.8% | +20.9% |
| YTD | +36.9% | -46.5% | +83.4% | +44.6% |
| 1Y | +52.0% | -49.4% | +101.5% | +60.8% |
| All | +52.0% | -48.7% | +100.7% | +60.8% |
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