+35.4%
CVS vs UPST
-56.5%
+92.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | -0.6% |
| 7D | +4.0% | -3.5% | +7.5% | +3.8% |
| 30D | -2.4% | -7.1% | +4.7% | -2.7% |
| 3M | +2.7% | -13.1% | +15.7% | +2.1% |
| 6M | +21.9% | -1.1% | +23.0% | +21.5% |
| YTD | +24.7% | -35.9% | +60.6% | +25.1% |
| 1Y | +35.4% | -57.4% | +92.9% | +32.8% |
| All | +35.4% | -56.5% | +92.0% | +32.8% |
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