-82.3%
OPEN vs UPST
-44.0%
-38.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.2% |
| 7D | -21.7% | +4.4% | -26.1% | -22.9% |
| 30D | -36.5% | -7.7% | -28.8% | -33.4% |
| 3M | -59.5% | -28.4% | -31.1% | -52.2% |
| 6M | -71.9% | -23.2% | -48.7% | -67.5% |
| YTD | -75.8% | -49.1% | -26.7% | -68.7% |
| All | -82.3% | -44.0% | -38.3% | -79.7% |
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 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