-49.4%
UPST vs SUI
+1.6%
-51.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.2% | +4.3% | +8.6% |
| 7D | -3.1% | +10.0% | -13.2% | -4.3% |
| 30D | -4.0% | +8.4% | -12.4% | -5.4% |
| 3M | -22.9% | +0.7% | -23.5% | -23.3% |
| 6M | -27.1% | -0.9% | -26.2% | -27.8% |
| YTD | -46.5% | +0.6% | -47.2% | -45.9% |
| 1Y | -49.4% | +0.8% | -50.2% | -49.0% |
| All | -49.4% | +1.6% | -51.1% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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