+86.2%
SU vs UPST
-48.7%
+134.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +9.4% | -13.9% | -3.7% |
| 7D | -7.1% | -3.1% | -3.9% | -7.2% |
| 30D | +4.8% | -4.0% | +8.7% | +4.6% |
| 3M | +12.5% | -22.9% | +35.4% | +10.7% |
| 6M | +6.5% | -27.1% | +33.6% | +4.8% |
| YTD | +65.8% | -46.5% | +112.3% | +63.0% |
| 1Y | +86.2% | -49.4% | +135.6% | +83.3% |
| All | +86.2% | -48.7% | +134.8% | +83.3% |
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