-18.8%
UPST vs FBTC
+62.5%
-81.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.0% |
| 7D | -1.5% | +1.5% | -3.0% | -2.3% |
| 30D | -13.2% | +20.7% | -33.9% | -20.8% |
| 3M | -13.0% | +23.7% | -36.6% | -21.6% |
| 6M | -2.9% | +15.0% | -17.9% | -9.0% |
| YTD | -38.3% | -10.5% | -27.8% | -35.9% |
| 1Y | -60.5% | -30.3% | -30.2% | -54.7% |
| All | -18.8% | +62.5% | -81.3% | -26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling