-50.4%
ORCL vs UPST
-48.7%
-1.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.3% | +6.8% | +1.4% |
| 7D | -6.5% | -4.5% | -2.0% | -5.2% |
| 30D | -16.6% | -15.3% | -1.3% | -11.5% |
| 3M | -21.6% | -32.4% | +10.8% | -10.7% |
| 6M | -39.4% | -29.5% | -9.8% | -31.9% |
| YTD | -38.7% | -53.3% | +14.7% | -28.1% |
| 1Y | -50.4% | -47.4% | -3.0% | -43.1% |
| All | -50.4% | -48.7% | -1.7% | -43.1% |
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