-83.0%
FRMI vs UPST
-52.7%
-30.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.9% | -1.9% |
| 7D | +15.9% | -8.1% | +24.0% | +18.9% |
| 30D | -6.0% | -14.3% | +8.3% | -1.7% |
| 3M | -1.6% | -16.6% | +15.0% | +3.3% |
| 6M | -30.7% | -7.3% | -23.4% | -30.5% |
| YTD | -30.9% | -40.8% | +9.9% | -28.1% |
| All | -83.0% | -52.7% | -30.3% | -84.5% |
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