+13.5%
RTX vs UPST
-48.7%
+62.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -8.3% | +10.3% | +2.0% |
| 7D | -1.7% | -4.5% | +2.8% | -1.7% |
| 30D | +7.7% | -15.3% | +23.0% | +7.7% |
| 3M | -10.3% | -32.4% | +22.1% | -10.0% |
| 6M | +14.6% | -29.5% | +44.1% | +14.9% |
| YTD | +10.4% | -53.3% | +63.7% | +11.6% |
| 1Y | +13.5% | -47.4% | +60.9% | +12.6% |
| All | +13.5% | -48.7% | +62.2% | +12.6% |
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