+6.3%
MOH vs UPST
-60.1%
+66.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.1% | +6.2% | +2.9% |
| 7D | -1.3% | -12.0% | +10.7% | -2.3% |
| 30D | +3.0% | -16.0% | +19.0% | +1.6% |
| 3M | +1.2% | -17.2% | +18.4% | -0.1% |
| 6M | +41.7% | -10.9% | +52.6% | +41.3% |
| YTD | +15.4% | -42.6% | +58.0% | +17.7% |
| All | +6.3% | -60.1% | +66.4% | 0.0% |
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