+7.2%
DIS vs UPST
-47.3%
+54.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | +5.2% | -4.9% | +10.1% | +5.7% |
| 30D | +11.5% | -8.9% | +20.3% | +12.4% |
| 3M | +11.5% | -26.3% | +37.9% | +15.0% |
| 6M | +8.9% | -23.7% | +32.6% | +11.1% |
| YTD | +3.4% | -49.9% | +53.3% | +11.3% |
| 1Y | +7.2% | -42.0% | +49.2% | +10.2% |
| All | +7.2% | -47.3% | +54.5% | +10.2% |
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