-47.6%
UPST vs SUI
-2.2%
-45.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.9% | -7.4% | -8.1% |
| 7D | -4.5% | +3.4% | -7.9% | -4.9% |
| 30D | -15.3% | +4.6% | -19.9% | -15.9% |
| 3M | -32.4% | +1.6% | -34.0% | -32.6% |
| 6M | -29.5% | -3.5% | -26.1% | -29.6% |
| YTD | -53.3% | -1.0% | -52.3% | -52.1% |
| All | -47.6% | -2.2% | -45.4% | -42.8% |
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