+6.3%
MSCI vs UPST
-93.2%
+99.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.3% | +2.6% | -2.2% |
| 7D | +6.0% | -10.9% | +16.9% | +7.2% |
| 30D | +18.2% | -7.2% | +25.4% | +18.9% |
| 3M | +15.1% | -26.7% | +41.8% | +18.3% |
| 6M | +13.7% | -29.0% | +42.7% | +16.7% |
| YTD | +15.6% | -49.4% | +65.0% | +21.6% |
| 1Y | +16.3% | -47.0% | +63.3% | +21.4% |
| 3Y | +36.9% | -27.0% | +63.9% | +25.6% |
| 5Y | +6.3% | -93.3% | +99.6% | +10.9% |
| All | +6.3% | -93.2% | +99.5% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling