-1.6%
TEAM vs UPST
-47.3%
+45.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.1% | -15.0% | -15.7% |
| 7D | -19.8% | -4.9% | -14.9% | -18.4% |
| 30D | -21.5% | -8.9% | -12.6% | -18.9% |
| 3M | +39.5% | -26.3% | +65.8% | +56.0% |
| 6M | +73.1% | -23.7% | +96.8% | +89.4% |
| YTD | -5.2% | -49.9% | +44.7% | +11.3% |
| 1Y | -1.6% | -42.0% | +40.4% | +10.6% |
| All | -1.6% | -47.3% | +45.7% | +10.6% |
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