-46.9%
RUN vs UPST
-44.0%
-2.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -3.2% |
| 7D | +18.1% | +4.4% | +13.6% | +14.7% |
| 30D | +27.5% | -7.7% | +35.2% | +31.1% |
| 3M | -4.5% | -28.4% | +23.9% | +11.5% |
| 6M | -33.3% | -23.2% | -10.2% | -25.1% |
| YTD | -47.1% | -49.1% | +2.1% | -31.9% |
| All | -46.9% | -44.0% | -2.9% | -35.5% |
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