-62.4%
UPST vs SSNC
-9.3%
-53.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.7% | -3.2% |
| 7D | -8.1% | -3.9% | -4.2% | -5.7% |
| 30D | -14.3% | -0.2% | -14.1% | -14.0% |
| 3M | -16.6% | +15.9% | -32.6% | -23.8% |
| 6M | -7.3% | +7.5% | -14.7% | -8.5% |
| YTD | -40.8% | -8.2% | -32.6% | -31.4% |
| 1Y | -62.4% | -9.3% | -53.1% | -60.4% |
| All | -62.4% | -9.3% | -53.1% | -60.4% |
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