+12.9%
SWKS vs UPST
-31.6%
+44.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -1.1% |
| 7D | -9.2% | -10.9% | +1.7% | -7.2% |
| 30D | -1.9% | -7.2% | +5.3% | -0.7% |
| 3M | +21.2% | -26.7% | +47.9% | +29.3% |
| 6M | +12.9% | -29.0% | +41.9% | +21.2% |
| All | +12.9% | -31.6% | +44.5% | +21.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling