-57.4%
UPST vs FRSH
-3.3%
-54.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | +1.0% |
| 7D | -3.5% | -8.2% | +4.6% | +1.2% |
| 30D | -7.1% | +10.5% | -17.6% | -12.8% |
| 3M | -13.1% | +32.7% | -45.8% | -28.1% |
| 6M | -1.1% | +50.3% | -51.4% | -26.2% |
| YTD | -35.9% | +3.9% | -39.8% | -39.6% |
| 1Y | -57.4% | -2.2% | -55.3% | -59.9% |
| All | -57.4% | -3.3% | -54.1% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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