+21.8%
GEN vs UPST
-48.7%
+70.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.4% | -5.4% | +2.0% |
| 7D | +26.9% | -3.1% | +30.0% | +27.4% |
| 30D | +38.6% | -4.0% | +42.6% | +39.4% |
| 3M | +9.7% | -22.9% | +32.6% | +14.9% |
| 6M | +58.9% | -27.1% | +86.0% | +67.5% |
| YTD | +15.3% | -46.5% | +61.9% | +25.0% |
| 1Y | +21.8% | -49.4% | +71.2% | +32.3% |
| All | +21.8% | -48.7% | +70.5% | +32.3% |
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