-42.6%
UPST vs SAN
+21.7%
-64.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | -2.3% |
| 7D | +4.4% | +8.7% | -4.3% | -1.1% |
| 30D | -7.7% | -6.5% | -1.2% | -3.8% |
| 3M | -28.4% | -14.2% | -14.2% | -21.3% |
| 6M | -23.2% | +2.7% | -25.9% | -24.9% |
| YTD | -49.1% | +8.9% | -58.0% | -52.1% |
| All | -42.6% | +21.7% | -64.3% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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