-58.9%
UPST vs SNY
-4.5%
-54.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.8% | +1.9% |
| 7D | -8.8% | -3.3% | -5.4% | -7.7% |
| 30D | -12.1% | -2.2% | -9.9% | -11.2% |
| 3M | -19.5% | -3.0% | -16.5% | -18.5% |
| 6M | -6.8% | +2.7% | -9.6% | -7.2% |
| YTD | -41.5% | -6.8% | -34.6% | -40.6% |
| 1Y | -58.9% | -5.3% | -53.6% | -59.3% |
| All | -58.9% | -4.5% | -54.4% | -59.3% |
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