-30.7%
UPST vs SSNC
+17.7%
-48.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.2% | -9.5% | -9.8% |
| 7D | -4.5% | -2.5% | -1.9% | -1.6% |
| 30D | -15.3% | -2.7% | -12.6% | -13.6% |
| 3M | -32.4% | -0.8% | -31.6% | -32.8% |
| 6M | -29.5% | +15.5% | -45.0% | -45.5% |
| YTD | -53.3% | -8.8% | -44.5% | -49.4% |
| 1Y | -47.4% | -5.8% | -41.5% | -45.4% |
| 3Y | -2.2% | +55.7% | -57.9% | -49.7% |
| 5Y | -92.0% | +6.7% | -98.7% | -93.1% |
| All | -30.7% | +17.7% | -48.5% | -44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling