+72.7%
SWK vs UPST
-43.8%
+116.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.3% | +2.7% | -1.4% |
| 7D | +11.3% | -10.9% | +22.1% | +13.7% |
| 30D | +28.1% | -7.2% | +35.3% | +29.7% |
| 3M | +12.6% | -26.7% | +39.3% | +19.4% |
| 6M | +51.7% | -29.0% | +80.7% | +61.0% |
| YTD | +60.0% | -49.4% | +109.3% | +80.3% |
| 1Y | +72.7% | -47.0% | +119.6% | +91.7% |
| All | +72.7% | -43.8% | +116.5% | +91.7% |
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