-18.2%
MELI vs UPST
-56.5%
+38.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | +0.6% | -3.5% | +4.2% | +1.3% |
| 30D | +2.9% | -7.1% | +10.0% | +4.2% |
| 3M | +21.0% | -13.1% | +34.1% | +23.7% |
| 6M | +11.8% | -1.1% | +12.9% | +10.3% |
| YTD | -1.8% | -35.9% | +34.1% | +4.8% |
| 1Y | -18.2% | -57.4% | +39.2% | -12.7% |
| All | -18.2% | -56.5% | +38.3% | -12.7% |
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