-18.8%
MELI vs UPST
-62.6%
+43.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.6% | +2.2% |
| 7D | -4.3% | -12.0% | +7.7% | -1.7% |
| 30D | -1.7% | -16.0% | +14.3% | +1.7% |
| 3M | +20.0% | -17.2% | +37.2% | +24.1% |
| 6M | +9.4% | -10.9% | +20.3% | +10.2% |
| YTD | -5.4% | -42.6% | +37.2% | +3.6% |
| 1Y | -18.8% | -59.8% | +40.9% | -11.1% |
| All | -18.8% | -62.6% | +43.7% | -11.1% |
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