+145.5%
BTSG vs UPST
-59.7%
+205.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.8% | +6.8% | +3.5% |
| 7D | +5.7% | -1.5% | +7.2% | +5.9% |
| 30D | +0.2% | -13.2% | +13.4% | +2.0% |
| 3M | +5.6% | -13.0% | +18.6% | +7.3% |
| 6M | +50.8% | -2.9% | +53.7% | +49.5% |
| YTD | +67.0% | -38.3% | +105.4% | +74.0% |
| 1Y | +145.5% | -60.5% | +206.0% | +139.0% |
| All | +145.5% | -59.7% | +205.3% | +139.0% |
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