-15.6%
MOS vs UPST
-48.7%
+33.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +9.4% | +8.0% | +16.6% |
| 7D | +17.9% | -3.1% | +21.1% | +17.8% |
| 30D | +1.6% | -4.0% | +5.5% | +1.4% |
| 3M | -4.0% | -22.9% | +18.9% | -3.4% |
| 6M | -4.1% | -27.1% | +23.0% | -3.4% |
| YTD | -7.8% | -46.5% | +38.7% | -3.2% |
| 1Y | -15.6% | -49.4% | +33.9% | -10.6% |
| All | -15.6% | -48.7% | +33.1% | -10.6% |
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