-15.1%
TEAM vs UPST
-0.8%
-14.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.3% | +4.2% | -2.2% |
| 7D | -22.2% | -4.5% | -17.7% | -21.5% |
| 30D | -28.1% | -15.3% | -12.8% | -25.5% |
| 3M | -2.2% | -32.4% | +30.3% | +6.5% |
| 6M | +62.2% | -29.5% | +91.8% | +74.3% |
| YTD | -8.4% | -53.3% | +45.0% | +5.8% |
| 1Y | -6.6% | -47.4% | +40.7% | +4.9% |
| All | -15.1% | -0.8% | -14.3% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling