+166.6%
DELL vs UPST
-51.0%
+217.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.2% | +0.8% |
| 7D | +17.1% | -13.5% | +30.6% | +20.8% |
| 30D | -35.1% | -19.6% | -15.4% | -31.8% |
| 3M | -23.3% | -34.2% | +10.9% | -16.3% |
| 6M | +55.8% | -31.2% | +87.0% | +70.6% |
| YTD | +198.0% | -56.2% | +254.2% | +250.0% |
| 1Y | +166.6% | -51.7% | +218.2% | +196.3% |
| All | +166.6% | -51.0% | +217.5% | +196.3% |
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