+25.9%
NDAQ vs UPST
-47.3%
+73.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +0.8% | -4.9% | +5.7% | +1.4% |
| 30D | +16.5% | -8.9% | +25.4% | +17.7% |
| 3M | +13.5% | -26.3% | +39.8% | +17.8% |
| 6M | +20.9% | -23.7% | +44.7% | +24.2% |
| YTD | +11.4% | -49.9% | +61.3% | +20.6% |
| 1Y | +25.9% | -42.0% | +67.9% | +33.2% |
| All | +25.9% | -47.3% | +73.2% | +33.2% |
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