+1.3%
NDAQ vs UPST
-59.7%
+61.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.4% |
| 7D | -2.6% | -1.5% | -1.1% | -2.4% |
| 30D | +0.5% | -13.2% | +13.7% | +2.2% |
| 3M | +9.9% | -13.0% | +22.9% | +11.4% |
| 6M | +8.2% | -2.9% | +11.1% | +7.0% |
| YTD | -1.5% | -38.3% | +36.8% | +2.7% |
| 1Y | +1.3% | -60.5% | +61.8% | +5.2% |
| All | +1.3% | -59.7% | +61.0% | +5.2% |
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