-11.0%
RIVN vs UPST
-3.8%
-7.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.3% | +6.1% | -0.2% |
| 7D | +3.1% | -4.5% | +7.6% | +4.2% |
| 30D | -1.9% | -15.3% | +13.4% | +1.6% |
| 3M | -16.4% | -32.4% | +16.0% | -8.7% |
| 6M | -3.7% | -29.5% | +25.9% | +3.9% |
| YTD | -30.5% | -53.3% | +22.8% | -18.8% |
| 1Y | -16.5% | -47.4% | +30.8% | -5.4% |
| 3Y | -11.0% | -2.2% | -8.8% | -31.3% |
| All | -11.0% | -3.8% | -7.3% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling