-59.8%
UPST vs SONY
-18.6%
-41.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -12.0% | -5.8% | -6.2% | -9.9% |
| 30D | -16.0% | -0.4% | -15.6% | -16.0% |
| 3M | -17.2% | +13.3% | -30.5% | -22.3% |
| 6M | -10.9% | +8.5% | -19.4% | -15.3% |
| YTD | -42.6% | -8.1% | -34.5% | -40.6% |
| 1Y | -59.8% | -17.9% | -41.9% | -54.1% |
| All | -59.8% | -18.6% | -41.2% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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