-84.3%
FRMI vs UPST
-48.7%
-35.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +7.0% | +5.9% |
| 7D | +2.4% | -3.5% | +5.9% | +3.6% |
| 30D | -17.3% | -7.1% | -10.2% | -15.7% |
| 3M | -17.2% | -13.1% | -4.1% | -13.9% |
| 6M | -43.4% | -1.1% | -42.3% | -44.3% |
| YTD | -36.0% | -35.9% | -0.1% | -35.0% |
| All | -84.3% | -48.7% | -35.6% | -86.0% |
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