-4.8%
UPST vs SONY
+33.9%
-38.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | +0.3% |
| 7D | -3.5% | -1.2% | -2.4% | -2.2% |
| 30D | -7.1% | +9.4% | -16.6% | -17.7% |
| 3M | -13.1% | +10.5% | -23.6% | -25.3% |
| 6M | -1.1% | +11.7% | -12.8% | -18.7% |
| YTD | -35.9% | -4.1% | -31.8% | -35.8% |
| 1Y | -57.4% | -11.8% | -45.6% | -53.1% |
| 3Y | -14.9% | +45.9% | -60.8% | -54.9% |
| 5Y | -88.7% | +16.3% | -104.9% | -90.6% |
| All | -4.8% | +33.9% | -38.7% | -26.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling