+34.6%
RIOT vs UPST
-61.4%
+96.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.2% | +1.0% |
| 7D | +18.4% | -8.1% | +26.5% | +23.1% |
| 30D | +13.8% | -14.3% | +28.1% | +21.4% |
| 3M | -12.7% | -16.6% | +3.9% | -6.2% |
| 6M | +50.1% | -7.3% | +57.4% | +48.1% |
| YTD | +74.2% | -40.8% | +115.0% | +113.2% |
| All | +34.6% | -61.4% | +96.0% | +88.0% |
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