+44.1%
TRV vs UPST
-48.7%
+92.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -8.3% | +9.7% | +1.4% |
| 7D | +1.4% | -4.5% | +5.9% | +1.3% |
| 30D | +8.7% | -15.3% | +24.0% | +8.5% |
| 3M | +7.1% | -32.4% | +39.5% | +6.4% |
| 6M | +35.5% | -29.5% | +65.0% | +34.6% |
| YTD | +39.7% | -53.3% | +93.1% | +38.1% |
| 1Y | +44.1% | -47.4% | +91.4% | +41.3% |
| All | +44.1% | -48.7% | +92.7% | +41.3% |
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