-93.8%
MSTU vs UPST
-59.3%
-34.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +1.4% |
| 7D | -16.6% | -8.8% | -7.8% | -7.2% |
| 30D | +69.7% | -12.1% | +81.8% | +98.4% |
| 3M | -7.5% | -19.5% | +12.0% | +16.7% |
| 6M | -43.1% | -6.8% | -36.3% | -36.5% |
| YTD | -63.0% | -41.5% | -21.6% | -33.8% |
| 1Y | -93.8% | -58.9% | -34.9% | -85.7% |
| All | -93.8% | -59.3% | -34.5% | -85.7% |
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