+33.4%
UBER vs UPST
-4.9%
+38.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | +1.6% | -10.6% | +12.2% | +3.1% |
| 30D | +0.6% | -14.0% | +14.6% | +2.3% |
| 3M | -8.2% | -36.8% | +28.7% | -2.9% |
| 6M | -6.7% | -27.5% | +20.8% | -3.5% |
| YTD | -14.7% | -55.3% | +40.6% | -7.4% |
| 1Y | -24.1% | -47.5% | +23.5% | -19.4% |
| 3Y | +33.4% | -10.4% | +43.8% | +28.8% |
| All | +33.4% | -4.9% | +38.3% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling