-42.6%
UPST vs BLDR
-39.9%
-2.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.5% | -3.8% | -0.9% |
| 7D | +4.4% | -2.7% | +7.1% | +5.6% |
| 30D | -7.7% | +24.8% | -32.5% | -18.0% |
| 3M | -28.4% | -11.7% | -16.8% | -24.7% |
| 6M | -23.2% | -14.8% | -8.4% | -18.5% |
| YTD | -49.1% | -35.9% | -13.2% | -38.0% |
| All | -42.6% | -39.9% | -2.7% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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