+44.9%
GOOGL vs UPST
-59.7%
+104.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.5% |
| 7D | +1.1% | -1.5% | +2.6% | +1.2% |
| 30D | -4.4% | -13.2% | +8.8% | -2.8% |
| 3M | -6.8% | -13.0% | +6.2% | -5.4% |
| 6M | +13.6% | -2.9% | +16.4% | +13.5% |
| YTD | +8.3% | -38.3% | +46.6% | +12.1% |
| 1Y | +44.9% | -60.5% | +105.4% | +63.0% |
| All | +44.9% | -59.7% | +104.7% | +63.0% |
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