+65.7%
RIOT vs UPST
-56.5%
+122.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +3.9% |
| 7D | +14.8% | -3.5% | +18.3% | +16.8% |
| 30D | +1.4% | -7.1% | +8.5% | +4.1% |
| 3M | -20.6% | -13.1% | -7.6% | -16.2% |
| 6M | +31.9% | -1.1% | +33.0% | +27.3% |
| YTD | +72.1% | -35.9% | +107.9% | +100.8% |
| 1Y | +65.7% | -57.4% | +123.1% | +105.2% |
| All | +65.7% | -56.5% | +122.2% | +105.2% |
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