-45.5%
RUN vs UPST
-59.7%
+14.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.5% | +5.5% |
| 7D | +10.2% | -1.5% | +11.7% | +10.8% |
| 30D | -9.6% | -13.2% | +3.6% | -3.7% |
| 3M | -31.5% | -13.0% | -18.5% | -27.2% |
| 6M | -18.7% | -2.9% | -15.8% | -18.5% |
| YTD | -49.9% | -38.3% | -11.6% | -41.6% |
| 1Y | -45.5% | -60.5% | +14.9% | -31.4% |
| All | -45.5% | -59.7% | +14.2% | -31.4% |
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