+208.0%
RDDT vs UPST
-7.1%
+215.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.1% | +7.0% |
| 7D | -0.4% | -12.0% | +11.6% | +3.5% |
| 30D | -0.5% | -16.0% | +15.5% | +4.7% |
| 3M | -9.8% | -17.2% | +7.4% | -4.4% |
| 6M | +15.8% | -10.9% | +26.7% | +19.6% |
| YTD | -32.4% | -42.6% | +10.2% | -22.0% |
| 1Y | -40.0% | -59.8% | +19.8% | -24.4% |
| All | +208.0% | -7.1% | +215.0% | +227.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling