-59.8%
UPST vs FRSH
-10.8%
-49.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.8% |
| 7D | -12.0% | -11.2% | -0.8% | -5.9% |
| 30D | -16.0% | -0.8% | -15.2% | -16.1% |
| 3M | -17.2% | +26.4% | -43.6% | -29.5% |
| 6M | -10.9% | +48.4% | -59.2% | -33.1% |
| YTD | -42.6% | -3.1% | -39.5% | -44.0% |
| 1Y | -59.8% | -8.7% | -51.1% | -61.6% |
| All | -59.8% | -10.8% | -49.0% | -61.6% |
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