-49.4%
UPST vs SSNC
-3.9%
-45.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.6% | +11.0% | +10.3% |
| 7D | -3.1% | -1.1% | -2.0% | -2.7% |
| 30D | -4.0% | +0.6% | -4.6% | -5.3% |
| 3M | -22.9% | -1.5% | -21.4% | -22.8% |
| 6M | -27.1% | +15.8% | -42.9% | -33.8% |
| YTD | -46.5% | -8.0% | -38.6% | -34.2% |
| 1Y | -49.4% | -5.8% | -43.6% | -41.1% |
| All | -49.4% | -3.9% | -45.5% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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