+20.5%
DOV vs UPST
-48.7%
+69.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.4% | -9.8% | -1.2% |
| 7D | +2.2% | -3.1% | +5.4% | +2.5% |
| 30D | +11.2% | -4.0% | +15.1% | +11.4% |
| 3M | +1.6% | -22.9% | +24.5% | +3.8% |
| 6M | -3.2% | -27.1% | +23.9% | -1.0% |
| YTD | +9.7% | -46.5% | +56.3% | +15.1% |
| 1Y | +20.5% | -49.4% | +70.0% | +26.7% |
| All | +20.5% | -48.7% | +69.2% | +26.7% |
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