+30.6%
UPS vs UPST
-48.7%
+79.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.4% | -4.7% | +3.8% |
| 7D | +8.2% | -3.1% | +11.4% | +8.4% |
| 30D | +22.7% | -4.0% | +26.7% | +22.9% |
| 3M | +6.4% | -22.9% | +29.3% | +8.6% |
| 6M | +22.6% | -27.1% | +49.7% | +25.2% |
| YTD | +20.7% | -46.5% | +67.3% | +24.3% |
| 1Y | +30.6% | -49.4% | +80.1% | +34.8% |
| All | +30.6% | -48.7% | +79.3% | +34.8% |
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 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