-49.4%
UPST vs BR
-14.2%
-35.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.0% | +6.4% | +8.4% |
| 7D | -3.1% | +7.0% | -10.1% | -5.2% |
| 30D | -4.0% | +19.0% | -23.0% | -9.1% |
| 3M | -22.9% | +13.1% | -36.0% | -25.8% |
| 6M | -27.1% | +24.6% | -51.8% | -31.2% |
| YTD | -46.5% | -13.6% | -32.9% | -35.9% |
| 1Y | -49.4% | -13.1% | -36.3% | -42.3% |
| All | -49.4% | -14.2% | -35.2% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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