-7.0%
MOS vs UPST
-47.3%
+40.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.2% |
| 7D | +21.6% | -4.9% | +26.5% | +21.6% |
| 30D | +12.0% | -8.9% | +20.8% | +12.1% |
| 3M | -3.9% | -26.3% | +22.4% | -3.3% |
| 6M | -3.3% | -23.7% | +20.4% | -2.9% |
| YTD | -4.6% | -49.9% | +45.3% | -0.8% |
| 1Y | -7.0% | -42.0% | +35.0% | -7.5% |
| All | -7.0% | -47.3% | +40.3% | -7.5% |
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