-36.1%
RDDT vs UPST
-28.9%
-7.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -2.6% |
| 7D | +3.5% | -10.6% | +14.2% | +11.6% |
| 30D | -33.7% | -14.0% | -19.8% | -25.1% |
| 3M | -37.7% | -36.8% | -0.9% | -15.6% |
| 6M | -36.1% | -27.5% | -8.6% | -19.4% |
| All | -36.1% | -28.9% | -7.2% | -19.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling