-49.4%
UPST vs BTG
+24.4%
-73.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.7% | +0.7% | +6.7% |
| 7D | -3.1% | -0.2% | -3.0% | -3.2% |
| 30D | -4.0% | -0.8% | -3.2% | -4.0% |
| 3M | -22.9% | +31.8% | -54.7% | -29.8% |
| 6M | -27.1% | +20.4% | -47.5% | -32.4% |
| YTD | -46.5% | +14.7% | -61.3% | -52.9% |
| 1Y | -49.4% | +29.4% | -78.8% | -61.1% |
| All | -49.4% | +24.4% | -73.8% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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