-23.4%
BITO vs UPST
-48.7%
+25.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.4% | -6.5% | +0.2% |
| 7D | -1.9% | -3.1% | +1.2% | -1.2% |
| 30D | -6.7% | -4.0% | -2.7% | -6.0% |
| 3M | +23.1% | -22.9% | +45.9% | +31.5% |
| 6M | -2.0% | -27.1% | +25.1% | +5.2% |
| YTD | -11.4% | -46.5% | +35.2% | +1.1% |
| 1Y | -23.4% | -49.4% | +26.1% | -11.9% |
| All | -23.4% | -48.7% | +25.3% | -11.9% |
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