+54.8%
EBAY vs UPST
-90.4%
+145.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.0% | -0.7% |
| 7D | -3.0% | -8.1% | +5.1% | -2.3% |
| 30D | -3.6% | -14.3% | +10.7% | -2.4% |
| 3M | -4.4% | -16.6% | +12.2% | -3.2% |
| 6M | +12.1% | -7.3% | +19.3% | +11.9% |
| YTD | +19.9% | -40.8% | +60.7% | +24.2% |
| 1Y | +13.4% | -62.4% | +75.8% | +21.5% |
| 3Y | +150.5% | -15.3% | +165.8% | +128.7% |
| 5Y | +54.8% | -91.1% | +145.9% | +36.2% |
| All | +54.8% | -90.4% | +145.3% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling