+51.3%
BHP vs UPST
-48.7%
+100.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.3% | +6.2% | -1.0% |
| 7D | +3.8% | -4.5% | +8.3% | +4.4% |
| 30D | -6.5% | -15.3% | +8.8% | -4.7% |
| 3M | -8.5% | -32.4% | +23.9% | -4.2% |
| 6M | -2.2% | -29.5% | +27.4% | +2.0% |
| YTD | +40.0% | -53.3% | +93.3% | +48.4% |
| 1Y | +51.3% | -47.4% | +98.7% | +58.6% |
| All | +51.3% | -48.7% | +100.0% | +58.6% |
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