-1.6%
MDLN vs UPST
-50.2%
+48.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +9.4% | +9.0% | +16.8% |
| 7D | +24.7% | -3.1% | +27.8% | +24.7% |
| 30D | +12.7% | -4.0% | +16.7% | +12.8% |
| 3M | -4.0% | -22.9% | +18.9% | -1.2% |
| 6M | -8.7% | -27.1% | +18.4% | -5.6% |
| YTD | -3.9% | -46.5% | +42.6% | -5.1% |
| All | -1.6% | -50.2% | +48.6% | -3.8% |
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