-42.6%
UPST vs DAR
+60.0%
-102.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.0% | +2.3% |
| 7D | +4.4% | -2.8% | +7.2% | +3.9% |
| 30D | -7.7% | -12.8% | +5.2% | -9.5% |
| 3M | -28.4% | -11.6% | -16.9% | -30.1% |
| 6M | -23.2% | -16.8% | -6.4% | -24.7% |
| YTD | -49.1% | +45.9% | -95.0% | -59.2% |
| All | -42.6% | +60.0% | -102.6% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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