-34.0%
GDDY vs UPST
-59.3%
+25.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.4% |
| 7D | -3.2% | -8.8% | +5.6% | -1.7% |
| 30D | +6.8% | -12.1% | +18.9% | +8.9% |
| 3M | +30.5% | -19.5% | +50.0% | +34.5% |
| 6M | +13.3% | -6.8% | +20.2% | +13.2% |
| YTD | -21.0% | -41.5% | +20.5% | -16.2% |
| 1Y | -34.0% | -58.9% | +24.9% | -28.6% |
| All | -34.0% | -59.3% | +25.3% | -28.6% |
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