-16.7%
TRI vs UPST
-48.7%
+32.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +9.4% | -3.0% | +5.0% |
| 7D | +1.0% | -3.1% | +4.1% | +1.2% |
| 30D | +20.8% | -4.0% | +24.7% | +21.0% |
| 3M | +8.1% | -22.9% | +31.0% | +11.6% |
| 6M | +24.2% | -27.1% | +51.3% | +28.8% |
| YTD | -7.8% | -46.5% | +38.8% | -1.3% |
| 1Y | -16.7% | -49.4% | +32.8% | -10.7% |
| All | -16.7% | -48.7% | +32.0% | -10.7% |
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