+4.4%
RIOT vs UPST
-48.7%
+53.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -8.3% | +10.6% | +6.4% |
| 7D | +29.0% | -4.5% | +33.5% | +31.5% |
| 30D | +7.1% | -15.3% | +22.4% | +16.0% |
| 3M | -6.8% | -32.4% | +25.6% | +11.1% |
| 6M | -24.9% | -29.5% | +4.6% | -13.4% |
| YTD | +42.7% | -53.3% | +96.0% | +90.9% |
| 1Y | +4.4% | -47.4% | +51.7% | +28.0% |
| All | +4.4% | -48.7% | +53.0% | +28.0% |
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