-8.5%
UPST vs SUNB
+1.6%
-10.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.9% | -10.0% | -5.9% |
| 7D | -8.1% | +9.4% | -17.5% | -10.9% |
| 30D | -14.3% | -6.9% | -7.4% | -12.2% |
| 3M | -16.6% | -11.3% | -5.3% | -13.4% |
| 6M | -7.3% | -1.8% | -5.5% | -6.4% |
| All | -8.5% | +1.6% | -10.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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