-93.5%
UPST vs SUI
-26.3%
-67.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | +0.3% |
| 7D | -4.9% | +6.2% | -11.1% | -10.5% |
| 30D | -8.9% | +8.6% | -17.5% | -16.9% |
| 3M | -26.3% | +1.0% | -27.3% | -27.8% |
| 6M | -23.7% | -2.6% | -21.1% | -24.1% |
| YTD | -49.9% | -0.1% | -49.8% | -51.7% |
| 1Y | -42.0% | +0.5% | -42.4% | -44.5% |
| 3Y | -25.3% | +15.3% | -40.5% | -45.4% |
| All | -93.5% | -26.3% | -67.2% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling