+60.5%
ROKU vs UPST
-43.9%
+104.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | +3.5% | -4.9% | +8.4% | +4.4% |
| 30D | +5.1% | -8.9% | +14.0% | +6.7% |
| 3M | +7.0% | -26.3% | +33.3% | +13.2% |
| 6M | +25.4% | -23.7% | +49.2% | +29.7% |
| YTD | +48.0% | -49.9% | +97.9% | +65.4% |
| All | +60.5% | -43.9% | +104.4% | +79.2% |
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