+52.6%
BDX vs UPST
-48.7%
+101.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.3% | +7.0% | -0.4% |
| 7D | +7.3% | -4.5% | +11.8% | +7.7% |
| 30D | +15.7% | -15.3% | +31.0% | +17.3% |
| 3M | +19.1% | -32.4% | +51.5% | +22.7% |
| 6M | +44.1% | -29.5% | +73.7% | +47.6% |
| YTD | +42.1% | -53.3% | +95.4% | +49.2% |
| 1Y | +52.6% | -47.4% | +100.0% | +57.4% |
| All | +52.6% | -48.7% | +101.3% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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