-42.6%
UPST vs FND
-10.2%
-32.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.4% | -0.6% |
| 7D | +4.4% | +8.5% | -4.1% | -0.2% |
| 30D | -7.7% | +17.2% | -24.9% | -15.5% |
| 3M | -28.4% | -14.9% | -13.5% | -22.5% |
| 6M | -23.2% | +3.1% | -26.3% | -25.2% |
| YTD | -49.1% | -12.4% | -36.7% | -46.6% |
| All | -42.6% | -10.2% | -32.4% | -41.0% |
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