+504.3%
MUU vs UPST
-48.7%
+553.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +9.4% | -23.4% | -17.9% |
| 7D | -35.9% | -3.1% | -32.7% | -35.1% |
| 30D | -47.1% | -4.0% | -43.1% | -46.2% |
| 3M | -29.8% | -22.9% | -7.0% | -22.3% |
| 6M | +16.0% | -27.1% | +43.1% | +32.1% |
| YTD | +286.1% | -46.5% | +332.6% | +341.7% |
| 1Y | +504.3% | -49.4% | +553.8% | +604.6% |
| All | +504.3% | -48.7% | +553.0% | +604.6% |
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