-6.3%
RMD vs UPST
-47.2%
+40.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.3% | +7.6% | +0.2% |
| 7D | +3.1% | -4.5% | +7.6% | +3.6% |
| 30D | +1.8% | -15.3% | +17.1% | +3.4% |
| 3M | +6.7% | -32.4% | +39.1% | +10.2% |
| 6M | +13.9% | -29.5% | +43.4% | +16.8% |
| YTD | -2.0% | -53.3% | +51.3% | +1.5% |
| All | -6.3% | -47.2% | +40.9% | -4.4% |
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