-94.4%
FCUV vs UPST
-62.0%
-32.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.0% | -3.0% | -4.2% |
| 7D | -63.8% | -8.1% | -55.7% | -59.6% |
| 30D | -14.7% | -14.3% | -0.4% | -1.6% |
| 3M | +65.3% | -16.6% | +82.0% | +83.8% |
| 6M | -68.5% | -7.3% | -61.2% | -68.7% |
| YTD | -83.0% | -40.8% | -42.2% | -78.1% |
| 1Y | -94.4% | -62.4% | -32.0% | -89.5% |
| All | -94.4% | -62.0% | -32.4% | -89.5% |
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