+19.6%
RSG vs UPST
-48.7%
+68.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.4% | +1.2% |
| 7D | +5.1% | -3.1% | +8.3% | +5.1% |
| 30D | +15.3% | -4.0% | +19.3% | +15.2% |
| 3M | +18.6% | -22.9% | +41.5% | +17.9% |
| 6M | +19.5% | -27.1% | +46.7% | +18.7% |
| YTD | +17.2% | -46.5% | +63.7% | +18.1% |
| 1Y | +19.6% | -49.4% | +69.0% | +20.3% |
| All | +19.6% | -48.7% | +68.2% | +20.3% |
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 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