+23.7%
ED vs UPST
-46.8%
+70.4%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | -0.9% | -12.1% | +11.1% | -1.7% |
| 30D | +11.2% | -13.4% | +24.6% | +10.2% |
| 3M | +11.8% | -31.2% | +43.0% | +9.1% |
| 6M | +14.1% | -28.3% | +42.4% | +12.0% |
| YTD | +23.0% | -53.0% | +75.9% | +18.1% |
| 1Y | +23.7% | -47.2% | +70.8% | +19.4% |
| All | +23.7% | -46.8% | +70.4% | +19.4% |
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 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