-45.9%
COIN vs UPST
-59.3%
+13.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +0.6% |
| 7D | -5.1% | -8.8% | +3.7% | -0.1% |
| 30D | +17.6% | -12.1% | +29.7% | +26.3% |
| 3M | +9.2% | -19.5% | +28.7% | +22.0% |
| 6M | -11.8% | -6.8% | -4.9% | -9.9% |
| YTD | -22.5% | -41.5% | +19.0% | -1.6% |
| 1Y | -45.9% | -58.9% | +13.0% | -25.8% |
| All | -45.9% | -59.3% | +13.4% | -25.8% |
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