+45.4%
ON vs UPST
-59.7%
+105.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.8% | -0.6% | -3.7% |
| 7D | -2.2% | -1.5% | -0.7% | -1.9% |
| 30D | -12.4% | -13.2% | +0.8% | -10.1% |
| 3M | -41.2% | -13.0% | -28.2% | -39.9% |
| 6M | +25.0% | -2.9% | +27.9% | +22.9% |
| YTD | +31.3% | -38.3% | +69.6% | +39.9% |
| 1Y | +45.4% | -60.5% | +105.9% | +64.4% |
| All | +45.4% | -59.7% | +105.1% | +64.4% |
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