-49.4%
UPST vs ARWR
+59.7%
-109.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.6% | +5.8% | +8.6% |
| 7D | -3.1% | +2.4% | -5.5% | -3.6% |
| 30D | -4.0% | -1.1% | -2.9% | -3.8% |
| 3M | -22.9% | -31.2% | +8.3% | -16.5% |
| 6M | -27.1% | -19.3% | -7.8% | -24.4% |
| YTD | -46.5% | -7.1% | -39.4% | -46.8% |
| 1Y | -49.4% | +62.9% | -112.3% | -53.6% |
| All | -49.4% | +59.7% | -109.2% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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