-65.4%
TEAM vs UPST
-92.5%
+27.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.7% | -2.0% |
| 7D | -2.4% | -10.6% | +8.2% | +0.3% |
| 30D | -26.7% | -14.0% | -12.7% | -24.1% |
| 3M | -9.6% | -36.8% | +27.2% | +0.7% |
| 6M | +86.0% | -27.5% | +113.6% | +99.4% |
| YTD | -7.5% | -55.3% | +47.8% | +10.1% |
| 1Y | -1.4% | -47.5% | +46.2% | +12.5% |
| 3Y | -14.3% | -10.4% | -3.9% | -27.9% |
| All | -65.4% | -92.5% | +27.1% | -55.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling