-50.3%
TEAM vs UPST
-88.8%
+38.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -2.2% |
| 7D | -0.4% | -3.5% | +3.1% | +0.4% |
| 30D | +67.3% | -7.1% | +74.4% | +70.5% |
| 3M | +86.8% | -13.1% | +99.9% | +92.3% |
| 6M | +146.8% | -1.1% | +147.9% | +145.7% |
| YTD | +16.9% | -35.9% | +52.8% | +27.6% |
| 1Y | +12.8% | -57.4% | +70.2% | +33.8% |
| 3Y | -7.3% | -14.9% | +7.6% | -21.2% |
| All | -50.3% | -88.8% | +38.5% | -50.9% |
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