+374.1%
CRWD vs UPST
+7.9%
+366.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.6% |
| 7D | -2.4% | -3.5% | +1.1% | -1.9% |
| 30D | +1.5% | -7.1% | +8.7% | +2.5% |
| 3M | +18.5% | -13.1% | +31.6% | +20.8% |
| 6M | +109.1% | -1.1% | +110.2% | +107.8% |
| YTD | +81.8% | -35.9% | +117.7% | +91.2% |
| 1Y | +106.7% | -57.4% | +164.1% | +128.1% |
| 3Y | +428.7% | -14.9% | +443.6% | +383.1% |
| 5Y | +206.4% | -88.7% | +295.0% | +186.4% |
| All | +374.1% | +7.9% | +366.2% | +240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling