-51.7%
UPST vs DTE
+3.0%
-54.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.9% |
| 7D | -13.5% | +3.2% | -16.7% | -13.5% |
| 30D | -19.6% | +8.5% | -28.1% | -19.2% |
| 3M | -34.2% | +1.3% | -35.5% | -34.6% |
| 6M | -31.2% | -0.7% | -30.5% | -31.8% |
| YTD | -56.2% | +10.6% | -66.8% | -57.0% |
| 1Y | -51.7% | +2.6% | -54.3% | -46.4% |
| All | -51.7% | +3.0% | -54.6% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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