-12.1%
UPST vs BIDU
-51.4%
+39.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.5% | -3.8% |
| 7D | -8.1% | -2.4% | -5.6% | -7.1% |
| 30D | -14.3% | -16.0% | +1.7% | -7.6% |
| 3M | -16.6% | -24.0% | +7.4% | -6.2% |
| 6M | -7.3% | -24.9% | +17.6% | +2.9% |
| YTD | -40.8% | -29.6% | -11.2% | -33.0% |
| 1Y | -62.4% | -15.2% | -47.3% | -62.1% |
| 3Y | -15.3% | -32.2% | +16.9% | -9.4% |
| 5Y | -91.1% | -43.8% | -47.3% | -89.9% |
| All | -12.1% | -51.4% | +39.2% | +19.0% |
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