-49.4%
UPST vs FRSH
+21.1%
-70.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -6.3% | +15.7% | +12.5% |
| 7D | -3.1% | -13.8% | +10.6% | +4.2% |
| 30D | -4.0% | +0.3% | -4.3% | -4.8% |
| 3M | -22.9% | +10.1% | -33.0% | -27.8% |
| 6M | -27.1% | +47.7% | -74.8% | -43.6% |
| YTD | -46.5% | +8.2% | -54.8% | -53.1% |
| 1Y | -49.4% | +21.4% | -70.9% | -61.2% |
| All | -49.4% | +21.1% | -70.5% | -61.2% |
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