+66.5%
SU vs UPST
-62.6%
+129.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | -0.3% |
| 7D | +1.7% | -12.0% | +13.7% | +0.9% |
| 30D | +9.6% | -16.0% | +25.7% | +8.6% |
| 3M | +11.7% | -17.2% | +28.9% | +10.7% |
| 6M | +21.9% | -10.9% | +32.8% | +21.1% |
| YTD | +58.6% | -42.6% | +101.2% | +57.4% |
| 1Y | +66.5% | -59.8% | +126.3% | +65.1% |
| All | +66.5% | -62.6% | +129.1% | +65.1% |
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