-83.9%
RIVN vs UPST
-88.9%
+4.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.8% | +6.5% | +3.9% |
| 7D | +4.1% | -1.5% | +5.6% | +4.5% |
| 30D | +1.1% | -13.2% | +14.3% | +5.3% |
| 3M | -4.0% | -13.0% | +9.0% | -0.1% |
| 6M | +5.2% | -2.9% | +8.1% | +4.7% |
| YTD | -18.0% | -38.3% | +20.3% | -7.7% |
| 1Y | +15.6% | -60.5% | +76.0% | +45.5% |
| 3Y | -30.0% | -11.7% | -18.3% | -46.0% |
| All | -83.9% | -88.9% | +4.9% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling