-57.4%
UPST vs SNY
+2.0%
-59.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -3.5% | -1.3% | -2.2% | -3.1% |
| 30D | -7.1% | +3.4% | -10.5% | -7.9% |
| 3M | -13.1% | -0.3% | -12.8% | -13.0% |
| 6M | -1.1% | +1.0% | -2.1% | -2.0% |
| YTD | -35.9% | -3.6% | -32.2% | -35.6% |
| 1Y | -57.4% | +3.0% | -60.4% | -60.5% |
| All | -57.4% | +2.0% | -59.5% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling