+11.3%
DOCU vs UPST
-43.8%
+55.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.3% | +3.3% | -0.7% |
| 7D | -3.2% | -10.9% | +7.7% | -0.8% |
| 30D | +15.7% | -7.2% | +22.9% | +17.2% |
| 3M | +37.3% | -26.7% | +64.0% | +47.1% |
| 6M | +63.1% | -29.0% | +92.1% | +75.2% |
| YTD | +15.4% | -49.4% | +64.8% | +30.5% |
| 1Y | +11.3% | -47.0% | +58.3% | +23.1% |
| All | +11.3% | -43.8% | +55.1% | +23.1% |
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