-49.4%
UPST vs FBTC
-23.0%
-26.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +7.7% |
| 7D | -3.1% | -1.8% | -1.4% | -1.9% |
| 30D | -4.0% | -6.6% | +2.7% | +0.1% |
| 3M | -22.9% | +24.5% | -47.4% | -32.8% |
| 6M | -27.1% | -0.2% | -26.9% | -27.0% |
| YTD | -46.5% | -8.7% | -37.8% | -45.5% |
| 1Y | -49.4% | -20.7% | -28.7% | -46.3% |
| All | -49.4% | -23.0% | -26.4% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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