+7.2%
DECK vs UPST
-43.8%
+51.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.3% | +3.8% | -0.5% |
| 7D | +6.0% | -10.9% | +16.9% | +8.2% |
| 30D | +7.4% | -7.2% | +14.7% | +8.6% |
| 3M | -11.7% | -26.7% | +15.0% | -6.9% |
| 6M | -11.0% | -29.0% | +18.0% | -6.4% |
| YTD | -15.4% | -49.4% | +34.0% | -7.9% |
| 1Y | +7.2% | -47.0% | +54.2% | +13.3% |
| All | +7.2% | -43.8% | +51.0% | +13.3% |
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