-5.8%
TDG vs UPST
-48.7%
+42.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.4% | -8.7% | -0.2% |
| 7D | +7.1% | -3.1% | +10.2% | +7.4% |
| 30D | +11.4% | -4.0% | +15.4% | +11.7% |
| 3M | -4.6% | -22.9% | +18.3% | -2.2% |
| 6M | +5.8% | -27.1% | +33.0% | +8.8% |
| YTD | -8.5% | -46.5% | +38.0% | -5.0% |
| 1Y | -5.8% | -49.4% | +43.6% | -2.1% |
| All | -5.8% | -48.7% | +42.9% | -2.1% |
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