-86.8%
OPEN vs UPST
-51.0%
-35.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -6.9% | -2.7% | -5.8% |
| 7D | -31.0% | -13.5% | -17.5% | -25.0% |
| 30D | -41.5% | -19.6% | -21.8% | -33.6% |
| 3M | -64.6% | -34.2% | -30.4% | -55.9% |
| 6M | -73.8% | -31.2% | -42.6% | -67.6% |
| YTD | -78.8% | -56.2% | -22.6% | -70.5% |
| 1Y | -86.8% | -51.7% | -35.2% | -83.2% |
| All | -86.8% | -51.0% | -35.8% | -83.2% |
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