+19.9%
MDT vs UPST
-48.7%
+68.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.4% | -3.3% | +5.6% |
| 7D | +10.7% | -3.1% | +13.9% | +10.8% |
| 30D | +19.3% | -4.0% | +23.3% | +19.4% |
| 3M | +22.8% | -22.9% | +45.7% | +23.9% |
| 6M | +36.4% | -27.1% | +63.5% | +37.5% |
| YTD | +12.1% | -46.5% | +58.6% | +14.6% |
| 1Y | +19.9% | -49.4% | +69.4% | +23.1% |
| All | +19.9% | -48.7% | +68.6% | +23.1% |
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