-91.1%
UPST vs SIRI
-44.1%
-47.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | -8.1% | -3.9% | -4.2% | -6.5% |
| 30D | -14.3% | -0.8% | -13.5% | -14.1% |
| 3M | -16.6% | +4.3% | -21.0% | -18.4% |
| 6M | -7.3% | +34.1% | -41.3% | -18.6% |
| YTD | -40.8% | +47.3% | -88.1% | -50.8% |
| 1Y | -62.4% | +22.9% | -85.3% | -66.4% |
| 3Y | -15.3% | -24.6% | +9.3% | -11.0% |
| 5Y | -91.1% | -43.2% | -47.9% | -89.8% |
| All | -91.1% | -44.1% | -47.0% | -89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling