-31.2%
UPST vs SUNB
+15.1%
-46.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.1% | -4.7% | -6.1% |
| 7D | -13.5% | +7.1% | -20.6% | -15.6% |
| 30D | -19.6% | +5.4% | -25.1% | -21.2% |
| 3M | -34.2% | +1.7% | -35.9% | -34.1% |
| 6M | -31.2% | +14.1% | -45.3% | -36.0% |
| All | -31.2% | +15.1% | -46.3% | -36.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling