+167.9%
RVMD vs UPST
-51.0%
+218.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.5% | -1.2% |
| 7D | -0.7% | -13.5% | +12.8% | +1.8% |
| 30D | -6.4% | -19.6% | +13.2% | -2.9% |
| 3M | -14.1% | -34.2% | +20.1% | -8.2% |
| 6M | +21.0% | -31.2% | +52.2% | +28.1% |
| YTD | +121.4% | -56.2% | +177.6% | +137.6% |
| 1Y | +167.9% | -51.7% | +219.6% | +177.5% |
| All | +167.9% | -51.0% | +218.9% | +177.5% |
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