-89.3%
UPST vs SUI
-32.0%
-57.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | -3.5% | -2.8% | -0.7% | -0.7% |
| 30D | -7.1% | -1.2% | -5.9% | -6.1% |
| 3M | -13.1% | -1.7% | -11.3% | -13.1% |
| 6M | -1.1% | -10.5% | +9.4% | +8.5% |
| YTD | -35.9% | -1.8% | -34.0% | -36.5% |
| 1Y | -57.4% | -4.1% | -53.3% | -57.1% |
| 3Y | -14.9% | +11.3% | -26.1% | -34.4% |
| All | -89.3% | -32.0% | -57.3% | -82.9% |
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