+46.6%
DE vs UPST
-48.7%
+95.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.3% | +7.7% | -0.4% |
| 7D | +3.3% | -4.5% | +7.8% | +3.4% |
| 30D | +10.7% | -15.3% | +26.1% | +10.9% |
| 3M | +13.1% | -32.4% | +45.6% | +13.3% |
| 6M | +20.2% | -29.5% | +49.7% | +20.4% |
| YTD | +48.9% | -53.3% | +102.2% | +50.8% |
| 1Y | +46.6% | -47.4% | +94.0% | +45.3% |
| All | +46.6% | -48.7% | +95.3% | +45.3% |
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