+42.7%
MKSI vs UPST
-48.7%
+91.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +9.4% | -14.4% | -7.1% |
| 7D | -10.7% | -3.1% | -7.5% | -10.1% |
| 30D | -30.5% | -4.0% | -26.5% | -29.9% |
| 3M | -39.2% | -22.9% | -16.3% | -35.7% |
| 6M | -33.0% | -27.1% | -5.9% | -28.4% |
| YTD | +22.3% | -46.5% | +68.9% | +31.7% |
| 1Y | +42.7% | -49.4% | +92.1% | +53.9% |
| All | +42.7% | -48.7% | +91.4% | +53.9% |
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