-50.7%
COIN vs UPST
-48.7%
-2.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.2% | -1.6% |
| 7D | -6.7% | -3.1% | -3.5% | -4.9% |
| 30D | -19.5% | -4.0% | -15.5% | -17.6% |
| 3M | +0.5% | -22.9% | +23.4% | +17.1% |
| 6M | -25.4% | -27.1% | +1.8% | -11.6% |
| YTD | -33.0% | -46.5% | +13.5% | -9.5% |
| 1Y | -50.7% | -49.4% | -1.3% | -32.1% |
| All | -50.7% | -48.7% | -2.0% | -32.1% |
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