+23.1%
ED vs UPST
-51.0%
+74.0%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.9% | +7.0% | -0.3% |
| 7D | -1.7% | -13.5% | +11.8% | -2.6% |
| 30D | +10.7% | -19.6% | +30.3% | +9.2% |
| 3M | +11.6% | -34.2% | +45.8% | +8.7% |
| 6M | +13.5% | -31.2% | +44.7% | +11.2% |
| YTD | +23.1% | -56.2% | +79.3% | +17.7% |
| 1Y | +23.1% | -51.7% | +74.7% | +18.2% |
| All | +23.1% | -51.0% | +74.0% | +18.2% |
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