+46.5%
ETSY vs UPST
-56.5%
+103.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.1% | -6.4% |
| 7D | -8.5% | -3.5% | -4.9% | -7.7% |
| 30D | -10.9% | -7.1% | -3.8% | -9.6% |
| 3M | +14.1% | -13.1% | +27.2% | +16.8% |
| 6M | +37.5% | -1.1% | +38.6% | +34.0% |
| YTD | +38.0% | -35.9% | +73.9% | +50.4% |
| 1Y | +46.5% | -57.4% | +104.0% | +55.4% |
| All | +46.5% | -56.5% | +103.1% | +55.4% |
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