+2.2%
TEAM vs UPST
-59.7%
+61.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.1% | -5.5% |
| 7D | -5.7% | -1.5% | -4.2% | -5.1% |
| 30D | +18.3% | -13.2% | +31.6% | +24.3% |
| 3M | +80.2% | -13.0% | +93.2% | +88.2% |
| 6M | +111.0% | -2.9% | +113.9% | +113.3% |
| YTD | +8.8% | -38.3% | +47.1% | +20.3% |
| 1Y | +2.2% | -60.5% | +62.6% | +21.1% |
| All | +2.2% | -59.7% | +61.9% | +21.1% |
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