+24.3%
RSG vs UPST
-49.8%
+74.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | +0.1% |
| 7D | +2.5% | -10.6% | +13.1% | +2.2% |
| 30D | +12.7% | -14.0% | +26.7% | +12.3% |
| 3M | +17.9% | -36.8% | +54.8% | +16.5% |
| 6M | +25.0% | -27.5% | +52.5% | +23.6% |
| YTD | +20.8% | -55.3% | +76.1% | +20.9% |
| 1Y | +24.3% | -47.5% | +71.8% | +23.1% |
| All | +24.3% | -49.8% | +74.1% | +23.1% |
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