-30.7%
UPST vs SUI
-3.0%
-27.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.9% | -7.4% | -7.5% |
| 7D | -4.5% | +3.4% | -7.9% | -7.1% |
| 30D | -15.3% | +4.6% | -19.9% | -19.4% |
| 3M | -32.4% | +1.6% | -34.0% | -34.0% |
| 6M | -29.5% | -3.5% | -26.1% | -29.1% |
| YTD | -53.3% | -1.0% | -52.3% | -54.4% |
| 1Y | -47.4% | -1.7% | -45.6% | -48.2% |
| 3Y | -2.2% | +18.4% | -20.6% | -27.2% |
| 5Y | -92.0% | -26.3% | -65.7% | -89.7% |
| All | -30.7% | -3.0% | -27.7% | -9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling