-92.2%
UPST vs SIRI
-40.4%
-51.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -12.1% | -2.6% | -9.4% | -11.0% |
| 30D | -13.4% | +22.2% | -35.7% | -20.5% |
| 3M | -31.2% | +14.1% | -45.3% | -35.0% |
| 6M | -28.3% | +22.5% | -50.8% | -34.5% |
| YTD | -53.0% | +67.9% | -120.9% | -63.0% |
| 1Y | -47.2% | +54.6% | -101.8% | -56.9% |
| 3Y | -1.5% | -21.3% | +19.8% | +1.2% |
| All | -92.2% | -40.4% | -51.8% | -90.8% |
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