+72.4%
ENTG vs UPST
-59.7%
+132.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +3.1% |
| 7D | +8.9% | -1.5% | +10.4% | +9.4% |
| 30D | -7.2% | -13.2% | +6.0% | -2.7% |
| 3M | +6.4% | -13.0% | +19.4% | +11.8% |
| 6M | +25.7% | -2.9% | +28.6% | +25.0% |
| YTD | +67.9% | -38.3% | +106.2% | +94.4% |
| 1Y | +72.4% | -60.5% | +132.8% | +135.7% |
| All | +72.4% | -59.7% | +132.1% | +135.7% |
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