-4.8%
UPST vs DAR
+16.4%
-21.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.1% |
| 7D | -3.5% | +1.4% | -4.9% | -4.7% |
| 30D | -7.1% | +12.8% | -19.9% | -16.0% |
| 3M | -13.1% | +7.4% | -20.4% | -19.7% |
| 6M | -1.1% | +22.3% | -23.4% | -18.8% |
| YTD | -35.9% | +81.1% | -116.9% | -61.3% |
| 1Y | -57.4% | +106.5% | -163.9% | -77.2% |
| 3Y | -14.9% | +5.3% | -20.2% | -25.0% |
| 5Y | -88.7% | -11.5% | -77.1% | -88.5% |
| All | -4.8% | +16.4% | -21.2% | -27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling