-93.3%
UPST vs SUI
-25.7%
-67.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -6.0% |
| 7D | -10.9% | +8.8% | -19.6% | -18.1% |
| 30D | -7.2% | +8.9% | -16.1% | -15.7% |
| 3M | -26.7% | +2.0% | -28.7% | -28.8% |
| 6M | -29.0% | -0.6% | -28.3% | -30.7% |
| YTD | -49.4% | +1.3% | -50.7% | -51.9% |
| 1Y | -47.0% | +1.3% | -48.2% | -49.6% |
| 3Y | -27.0% | +16.3% | -43.3% | -46.9% |
| 5Y | -93.3% | -25.1% | -68.3% | -89.9% |
| All | -93.3% | -25.7% | -67.6% | -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