-33.6%
UPST vs BIDU
-58.7%
+25.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.5% | +1.8% |
| 7D | -10.6% | -4.6% | -6.1% | -8.6% |
| 30D | -14.0% | -4.5% | -9.4% | -11.8% |
| 3M | -36.8% | -25.4% | -11.5% | -27.7% |
| 6M | -27.5% | -48.1% | +20.6% | -2.7% |
| YTD | -55.3% | -40.2% | -15.1% | -45.1% |
| 1Y | -47.5% | -35.2% | -12.3% | -38.4% |
| 3Y | -10.4% | -27.1% | +16.7% | -9.1% |
| 5Y | -92.6% | -54.2% | -38.4% | -90.8% |
| All | -33.6% | -58.7% | +25.1% | -2.5% |
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