+27.4%
TECH vs UPST
-48.7%
+76.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.3% | +8.3% | +1.8% |
| 7D | +0.2% | -4.5% | +4.7% | +0.9% |
| 30D | +0.5% | -15.3% | +15.8% | +3.7% |
| 3M | +1.1% | -32.4% | +33.5% | +9.8% |
| 6M | +51.0% | -29.5% | +80.5% | +61.1% |
| YTD | +24.4% | -53.3% | +77.7% | +43.6% |
| 1Y | +27.4% | -47.4% | +74.8% | +42.1% |
| All | +27.4% | -48.7% | +76.1% | +42.1% |
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