+37.5%
ONTO vs UPST
-44.0%
+81.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.3% | +11.4% |
| 7D | +1.4% | +4.4% | -3.0% | -0.3% |
| 30D | -34.1% | -7.7% | -26.4% | -32.1% |
| 3M | -37.1% | -28.4% | -8.6% | -28.9% |
| 6M | -31.8% | -23.2% | -8.7% | -24.9% |
| YTD | +22.9% | -49.1% | +72.0% | +47.6% |
| All | +37.5% | -44.0% | +81.6% | +61.0% |
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