-89.3%
MSTU vs UPST
-44.0%
-45.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -7.1% |
| 7D | -9.3% | +4.4% | -13.7% | -13.1% |
| 30D | -38.3% | -7.7% | -30.6% | -30.3% |
| 3M | +24.0% | -28.4% | +52.5% | +92.1% |
| 6M | -72.1% | -23.2% | -48.9% | -60.4% |
| YTD | -70.2% | -49.1% | -21.1% | -34.4% |
| All | -89.3% | -44.0% | -45.3% | -78.3% |
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