-58.2%
CRWV vs UPST
-48.7%
-9.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +9.4% | -19.3% | -13.6% |
| 7D | -24.3% | -3.1% | -21.1% | -23.4% |
| 30D | -44.6% | -4.0% | -40.6% | -43.6% |
| 3M | -47.3% | -22.9% | -24.4% | -42.1% |
| 6M | -61.4% | -27.1% | -34.3% | -57.2% |
| YTD | -32.4% | -46.5% | +14.2% | -21.2% |
| 1Y | -58.2% | -49.4% | -8.7% | -50.1% |
| All | -58.2% | -48.7% | -9.5% | -50.1% |
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