+21.9%
CTAS vs UPST
-49.8%
+71.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.5% | -0.4% |
| 7D | +2.0% | -10.6% | +12.6% | +2.3% |
| 30D | +8.7% | -14.0% | +22.7% | +9.1% |
| 3M | +13.3% | -36.8% | +50.1% | +14.6% |
| 6M | +39.4% | -27.5% | +66.9% | +39.9% |
| YTD | +21.5% | -55.3% | +76.8% | +23.1% |
| 1Y | +21.9% | -47.5% | +69.4% | +21.4% |
| All | +21.9% | -49.8% | +71.7% | +21.4% |
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