-66.6%
RBLX vs UPST
-56.5%
-10.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +6.0% | +4.8% |
| 7D | +12.4% | -3.5% | +15.9% | +13.5% |
| 30D | +19.7% | -7.1% | +26.8% | +22.1% |
| 3M | -0.1% | -13.1% | +13.0% | +4.0% |
| 6M | -35.7% | -1.1% | -34.6% | -36.7% |
| YTD | -46.6% | -35.9% | -10.7% | -41.3% |
| 1Y | -66.6% | -57.4% | -9.2% | -63.0% |
| All | -66.6% | -56.5% | -10.1% | -63.0% |
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