+22.3%
NDAQ vs UPST
-32.6%
+54.8%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +5.9% | -0.3% |
| 7D | +1.7% | -13.5% | +15.2% | +3.0% |
| 30D | +16.2% | -19.6% | +35.9% | +18.3% |
| 3M | +14.0% | -34.2% | +48.2% | +17.8% |
| 6M | +22.3% | -31.2% | +53.5% | +24.7% |
| All | +22.3% | -32.6% | +54.8% | +24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling