-13.2%
UPST vs SIRI
-44.5%
+31.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.6% |
| 7D | -8.8% | +0.6% | -9.3% | -9.0% |
| 30D | -12.1% | +2.5% | -14.6% | -13.0% |
| 3M | -19.5% | +6.6% | -26.1% | -21.8% |
| 6M | -6.8% | +32.9% | -39.7% | -17.3% |
| YTD | -41.5% | +50.5% | -91.9% | -51.2% |
| 1Y | -58.9% | +28.0% | -86.8% | -63.6% |
| 3Y | -15.2% | -22.4% | +7.3% | -12.1% |
| 5Y | -90.5% | -41.3% | -49.3% | -89.5% |
| All | -13.2% | -44.5% | +31.3% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling