-10.5%
UPST vs SIRI
-23.5%
+13.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.2% | -3.5% |
| 7D | -1.5% | +4.3% | -5.8% | -3.5% |
| 30D | -13.2% | -2.8% | -10.4% | -12.1% |
| 3M | -13.0% | +5.9% | -18.9% | -15.7% |
| 6M | -2.9% | +31.9% | -34.8% | -15.7% |
| YTD | -38.3% | +48.7% | -87.0% | -50.3% |
| 1Y | -60.5% | +23.2% | -83.7% | -65.1% |
| All | -10.5% | -23.5% | +13.0% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling