+53.5%
RGTI vs UPST
-72.6%
+126.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +0.8% |
| 7D | -2.5% | -3.5% | +1.0% | -1.1% |
| 30D | -9.4% | -7.1% | -2.3% | -6.6% |
| 3M | -37.1% | -13.1% | -24.0% | -33.0% |
| 6M | -14.4% | -1.1% | -13.3% | -13.8% |
| YTD | -31.4% | -35.9% | +4.5% | -18.7% |
| 1Y | +0.5% | -57.4% | +57.9% | +38.0% |
| 3Y | +726.1% | -14.9% | +741.0% | +670.0% |
| 5Y | +56.2% | -88.7% | +144.9% | +55.5% |
| All | +53.5% | -72.6% | +126.2% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling