-21.8%
CRH vs UPST
-59.3%
+37.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -0.9% | +0.7% |
| 7D | -6.1% | -8.8% | +2.7% | -4.5% |
| 30D | -9.3% | -12.1% | +2.8% | -7.3% |
| 3M | -15.2% | -19.5% | +4.3% | -12.4% |
| 6M | -14.2% | -6.8% | -7.4% | -14.3% |
| YTD | -28.3% | -41.5% | +13.2% | -24.3% |
| 1Y | -21.8% | -58.9% | +37.1% | -18.2% |
| All | -21.8% | -59.3% | +37.5% | -18.2% |
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