-60.5%
UPST vs SAN
+55.7%
-116.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.5% |
| 7D | -1.5% | +3.3% | -4.8% | -3.3% |
| 30D | -13.2% | +1.1% | -14.3% | -13.8% |
| 3M | -13.0% | +22.2% | -35.2% | -22.3% |
| 6M | -2.9% | +36.0% | -38.9% | -18.3% |
| YTD | -38.3% | +28.2% | -66.5% | -45.5% |
| 1Y | -60.5% | +54.1% | -114.6% | -64.8% |
| All | -60.5% | +55.7% | -116.2% | -64.8% |
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