+439.2%
RVMD vs UPST
-56.5%
+495.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.0% | -3.5% | +4.6% | +1.4% |
| 30D | +6.4% | -7.1% | +13.6% | +7.2% |
| 3M | +34.9% | -13.1% | +48.0% | +36.8% |
| 6M | +107.6% | -1.1% | +108.6% | +106.3% |
| YTD | +163.7% | -35.9% | +199.5% | +164.1% |
| 1Y | +439.2% | -57.4% | +496.6% | +428.4% |
| All | +439.2% | -56.5% | +495.7% | +428.4% |
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