-51.7%
UPST vs BIDU
-40.0%
-11.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.7% | -4.2% | -5.9% |
| 7D | -13.5% | -2.3% | -11.2% | -12.7% |
| 30D | -19.6% | -7.3% | -12.3% | -17.4% |
| 3M | -34.2% | -26.0% | -8.2% | -27.8% |
| 6M | -31.2% | -44.5% | +13.3% | -18.8% |
| YTD | -56.2% | -40.6% | -15.6% | -50.4% |
| 1Y | -51.7% | -39.8% | -11.9% | -45.7% |
| All | -51.7% | -40.0% | -11.7% | -45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling