+28.3%
RDW vs UPST
-56.5%
+84.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.2% | +2.7% |
| 7D | -3.1% | -3.5% | +0.4% | -0.7% |
| 30D | -1.8% | -7.1% | +5.3% | +2.9% |
| 3M | -50.9% | -13.1% | -37.8% | -45.8% |
| 6M | +13.5% | -1.1% | +14.6% | +14.5% |
| YTD | +38.6% | -35.9% | +74.4% | +78.6% |
| 1Y | +28.3% | -57.4% | +85.7% | +72.1% |
| All | +28.3% | -56.5% | +84.8% | +72.1% |
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