-62.4%
UPST vs CHD
+2.2%
-64.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -4.0% |
| 7D | -8.1% | -4.2% | -3.9% | -8.0% |
| 30D | -14.3% | -7.6% | -6.7% | -14.3% |
| 3M | -16.6% | -1.6% | -15.0% | -16.3% |
| 6M | -7.3% | -6.3% | -1.0% | -6.7% |
| YTD | -40.8% | +14.6% | -55.4% | -44.4% |
| 1Y | -62.4% | +1.6% | -64.0% | -63.6% |
| All | -62.4% | +2.2% | -64.6% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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