+27.1%
ETSY vs UPST
-62.0%
+89.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -1.3% |
| 7D | -12.9% | -8.1% | -4.8% | -11.2% |
| 30D | -11.5% | -14.3% | +2.8% | -8.6% |
| 3M | +3.5% | -16.6% | +20.2% | +7.1% |
| 6M | +27.6% | -7.3% | +34.9% | +26.3% |
| YTD | +28.4% | -40.8% | +69.2% | +42.1% |
| 1Y | +27.1% | -62.4% | +89.5% | +31.4% |
| All | +27.1% | -62.0% | +89.1% | +31.4% |
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