-93.5%
UPST vs CHD
+30.9%
-124.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -1.1% |
| 7D | -4.9% | +2.0% | -6.9% | -4.9% |
| 30D | -8.9% | +13.0% | -21.9% | -8.8% |
| 3M | -26.3% | +6.1% | -32.4% | -26.3% |
| 6M | -23.7% | +15.9% | -39.6% | -23.5% |
| YTD | -49.9% | +31.6% | -81.6% | -50.0% |
| 1Y | -42.0% | +28.5% | -70.4% | -42.1% |
| 3Y | -25.3% | +30.5% | -55.7% | -27.3% |
| All | -93.5% | +30.9% | -124.4% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling