-42.0%
UPST vs ARWR
+44.4%
-86.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | -4.9% | -2.9% | -2.0% | -4.1% |
| 30D | -8.9% | -5.4% | -3.5% | -7.6% |
| 3M | -26.3% | -32.2% | +5.9% | -19.4% |
| 6M | -23.7% | -26.5% | +2.8% | -18.7% |
| YTD | -49.9% | -12.4% | -37.5% | -49.5% |
| 1Y | -42.0% | +46.9% | -88.8% | -45.1% |
| All | -42.0% | +44.4% | -86.4% | -45.1% |
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