-85.1%
FRMI vs UPST
-49.8%
-35.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.7% | +2.1% | +24.6% | +25.7% |
| 7D | +66.2% | -10.6% | +76.9% | +74.4% |
| 30D | -17.4% | -14.0% | -3.4% | -11.3% |
| 3M | -60.5% | -36.8% | -23.6% | -51.9% |
| 6M | -56.5% | -27.5% | -29.0% | -50.6% |
| YTD | -67.4% | -55.3% | -12.1% | -60.5% |
| 1Y | -85.1% | -47.5% | -37.5% | -82.9% |
| All | -85.1% | -49.8% | -35.2% | -82.9% |
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