-92.9%
UPST vs BIDU
-49.5%
-43.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +2.2% |
| 7D | +4.4% | +5.4% | -1.0% | +1.7% |
| 30D | -7.7% | -5.0% | -2.6% | -5.0% |
| 3M | -28.4% | -26.1% | -2.3% | -16.8% |
| 6M | -23.2% | -42.6% | +19.4% | +0.1% |
| YTD | -49.1% | -38.0% | -11.1% | -37.8% |
| 1Y | -42.4% | -35.7% | -6.7% | -31.4% |
| 3Y | +5.4% | -22.9% | +28.3% | +1.7% |
| 5Y | -92.9% | -49.9% | -43.0% | -90.6% |
| All | -92.9% | -49.5% | -43.4% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling