-68.1%
RGTI vs UPST
-48.7%
-19.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.4% | -8.3% | -5.1% |
| 7D | -9.6% | -3.1% | -6.4% | -8.0% |
| 30D | -26.0% | -4.0% | -22.0% | -24.1% |
| 3M | -35.8% | -22.9% | -12.9% | -24.2% |
| 6M | -36.7% | -27.1% | -9.5% | -23.3% |
| YTD | -49.4% | -46.5% | -2.9% | -30.4% |
| 1Y | -68.1% | -49.4% | -18.7% | -54.5% |
| All | -68.1% | -48.7% | -19.5% | -54.5% |
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