+117.9%
BTSG vs UPST
-48.7%
+166.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.4% | -9.5% | -1.2% |
| 7D | +17.4% | -3.1% | +20.5% | +17.6% |
| 30D | +12.6% | -4.0% | +16.6% | +12.8% |
| 3M | +11.2% | -22.9% | +34.1% | +14.8% |
| 6M | +30.4% | -27.1% | +57.5% | +34.8% |
| YTD | +86.4% | -46.5% | +132.9% | +97.4% |
| 1Y | +117.9% | -49.4% | +167.4% | +132.3% |
| All | +117.9% | -48.7% | +166.6% | +132.3% |
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