+78.6%
EBAY vs UPST
-93.3%
+171.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.0% |
| 7D | 0.0% | +4.4% | -4.4% | -0.4% |
| 30D | +7.8% | -7.7% | +15.5% | +8.5% |
| 3M | +8.4% | -28.4% | +36.8% | +11.4% |
| 6M | +13.0% | -23.2% | +36.2% | +14.9% |
| YTD | +40.2% | -49.1% | +89.3% | +46.9% |
| 1Y | +46.2% | -42.4% | +88.6% | +51.3% |
| 3Y | +218.4% | +5.4% | +213.0% | +183.6% |
| 5Y | +78.6% | -92.9% | +171.5% | +68.4% |
| All | +78.6% | -93.3% | +171.9% | +68.4% |
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