+238.0%
ONTO vs UPST
-88.8%
+326.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +6.5% |
| 7D | -1.0% | -3.5% | +2.5% | -0.4% |
| 30D | -2.9% | -7.1% | +4.2% | -1.6% |
| 3M | -2.5% | -13.1% | +10.6% | +0.3% |
| 6M | +28.2% | -1.1% | +29.3% | +28.0% |
| YTD | +69.8% | -35.9% | +105.6% | +81.8% |
| 1Y | +162.9% | -57.4% | +220.3% | +199.5% |
| 3Y | +95.9% | -14.9% | +110.8% | +79.4% |
| All | +238.0% | -88.8% | +326.8% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling