-4.8%
UPST vs SIRI
-44.8%
+40.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -0.6% |
| 7D | -3.5% | +1.6% | -5.1% | -4.2% |
| 30D | -7.1% | -4.7% | -2.4% | -5.4% |
| 3M | -13.1% | +5.3% | -18.3% | -15.1% |
| 6M | -1.1% | +30.5% | -31.6% | -11.6% |
| YTD | -35.9% | +49.6% | -85.5% | -46.4% |
| 1Y | -57.4% | +28.5% | -85.9% | -62.3% |
| 3Y | -14.9% | -27.5% | +12.6% | -10.1% |
| 5Y | -88.7% | -44.7% | -44.0% | -87.4% |
| All | -4.8% | -44.8% | +40.0% | +8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling