+44.8%
UBER vs UPST
+3.8%
+41.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.8% | +0.3% | -3.0% |
| 7D | -2.8% | -1.5% | -1.3% | -2.6% |
| 30D | -2.5% | -13.2% | +10.7% | -0.8% |
| 3M | +4.4% | -13.0% | +17.3% | +6.0% |
| 6M | -2.7% | -2.9% | +0.2% | -3.2% |
| YTD | -10.5% | -38.3% | +27.8% | -6.3% |
| 1Y | -22.5% | -60.5% | +38.0% | -14.6% |
| 3Y | +54.8% | -11.7% | +66.5% | +39.5% |
| 5Y | +82.5% | -90.2% | +172.7% | +74.7% |
| All | +44.8% | +3.8% | +41.1% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling