-49.4%
UPST vs SNY
+2.7%
-52.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +7.5% |
| 7D | -3.1% | +12.4% | -15.5% | -7.6% |
| 30D | -4.0% | +20.1% | -24.1% | -11.0% |
| 3M | -22.9% | +11.2% | -34.1% | -25.7% |
| 6M | -27.1% | +9.5% | -36.6% | -29.9% |
| YTD | -46.5% | +3.4% | -49.9% | -47.4% |
| 1Y | -49.4% | +2.0% | -51.5% | -50.2% |
| All | -49.4% | +2.7% | -52.2% | -50.2% |
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