-71.4%
OPEN vs UPST
-48.7%
-22.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +9.4% | +4.4% | +8.9% |
| 7D | +3.7% | -3.1% | +6.8% | +5.2% |
| 30D | -14.3% | -4.0% | -10.3% | -12.3% |
| 3M | -51.9% | -22.9% | -29.1% | -45.6% |
| 6M | -61.4% | -27.1% | -34.3% | -55.2% |
| YTD | -66.0% | -46.5% | -19.5% | -57.2% |
| 1Y | -71.4% | -49.4% | -21.9% | -63.3% |
| All | -71.4% | -48.7% | -22.7% | -63.3% |
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