-30.7%
UPST vs BIDU
-57.9%
+27.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.6% | -6.6% | -7.5% |
| 7D | -4.5% | +3.6% | -8.1% | -5.9% |
| 30D | -15.3% | -6.6% | -8.7% | -12.4% |
| 3M | -32.4% | -27.2% | -5.2% | -21.9% |
| 6M | -29.5% | -43.5% | +14.0% | -9.4% |
| YTD | -53.3% | -39.0% | -14.3% | -43.3% |
| 1Y | -47.4% | -39.8% | -7.6% | -36.0% |
| 3Y | -2.2% | -24.8% | +22.6% | -2.4% |
| 5Y | -92.0% | -50.7% | -41.4% | -90.4% |
| All | -30.7% | -57.9% | +27.2% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling