+18.9%
CTVA vs UPST
-59.7%
+78.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -2.2% |
| 7D | -2.1% | -1.5% | -0.6% | -2.1% |
| 30D | +12.0% | -13.2% | +25.3% | +12.0% |
| 3M | +13.5% | -13.0% | +26.4% | +13.6% |
| 6M | +12.1% | -2.9% | +15.0% | +11.6% |
| YTD | +29.0% | -38.3% | +67.3% | +32.1% |
| 1Y | +18.9% | -60.5% | +79.3% | +18.1% |
| All | +18.9% | -59.7% | +78.6% | +18.1% |
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