-39.8%
COIN vs UPST
-56.5%
+16.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.5% | -3.3% |
| 7D | +3.4% | -3.5% | +6.9% | +5.5% |
| 30D | +23.2% | -7.1% | +30.3% | +28.3% |
| 3M | +12.5% | -13.1% | +25.6% | +20.3% |
| 6M | -11.6% | -1.1% | -10.5% | -12.7% |
| YTD | -18.4% | -35.9% | +17.5% | -2.0% |
| 1Y | -39.8% | -57.4% | +17.6% | -21.3% |
| All | -39.8% | -56.5% | +16.7% | -21.3% |
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