+47.4%
TER vs UPST
-51.0%
+98.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.9% | +6.1% | +1.3% |
| 7D | +24.0% | -13.5% | +37.5% | +29.2% |
| 30D | -30.6% | -19.6% | -11.0% | -26.2% |
| 3M | -34.5% | -34.2% | -0.3% | -26.4% |
| 6M | -26.4% | -31.2% | +4.9% | -18.1% |
| YTD | +36.4% | -56.2% | +92.6% | +62.4% |
| 1Y | +47.4% | -51.7% | +99.1% | +68.6% |
| All | +47.4% | -51.0% | +98.4% | +68.6% |
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