+2.6%
MDT vs UPST
-59.7%
+62.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.7% |
| 7D | +0.4% | -1.5% | +1.9% | +0.4% |
| 30D | +6.0% | -13.2% | +19.2% | +6.6% |
| 3M | +15.5% | -13.0% | +28.5% | +16.0% |
| 6M | +3.4% | -2.9% | +6.3% | +3.0% |
| YTD | -2.2% | -38.3% | +36.1% | -0.4% |
| 1Y | +2.6% | -60.5% | +63.0% | +6.6% |
| All | +2.6% | -59.7% | +62.3% | +6.6% |
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