-42.6%
UPST vs ARWR
+20.5%
-63.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -15.3% | +17.0% | +5.2% |
| 7D | +4.4% | -17.3% | +21.8% | +8.8% |
| 30D | -7.7% | -21.5% | +13.9% | -2.6% |
| 3M | -28.4% | -43.8% | +15.4% | -18.6% |
| 6M | -23.2% | -32.3% | +9.1% | -16.9% |
| YTD | -49.1% | -25.8% | -23.3% | -46.9% |
| All | -42.6% | +20.5% | -63.1% | -43.7% |
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