-49.4%
UPST vs FND
-10.3%
-39.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.9% | -1.5% | +3.1% |
| 7D | -3.1% | +12.3% | -15.5% | -9.4% |
| 30D | -4.0% | +14.7% | -18.7% | -11.4% |
| 3M | -22.9% | -12.0% | -10.9% | -17.9% |
| 6M | -27.1% | +10.8% | -37.9% | -32.5% |
| YTD | -46.5% | -12.3% | -34.3% | -44.8% |
| 1Y | -49.4% | -13.4% | -36.0% | -47.8% |
| All | -49.4% | -10.3% | -39.2% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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