+85.0%
UBER vs UPST
-88.8%
+173.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | 0.0% |
| 7D | -3.9% | -3.5% | -0.3% | -3.3% |
| 30D | +11.1% | -7.1% | +18.2% | +12.3% |
| 3M | +4.9% | -13.1% | +18.0% | +6.9% |
| 6M | -1.2% | -1.1% | -0.1% | -2.2% |
| YTD | -7.3% | -35.9% | +28.6% | -2.6% |
| 1Y | -17.6% | -57.4% | +39.8% | -8.5% |
| 3Y | +61.1% | -14.9% | +75.9% | +40.4% |
| All | +85.0% | -88.8% | +173.8% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling