-49.4%
UPST vs FTV
+37.8%
-87.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.3% | +7.1% | +8.3% |
| 7D | -3.1% | +6.6% | -9.7% | -6.0% |
| 30D | -4.0% | +19.1% | -23.1% | -11.5% |
| 3M | -22.9% | +13.1% | -36.0% | -27.2% |
| 6M | -27.1% | +14.0% | -41.1% | -31.6% |
| YTD | -46.5% | +24.2% | -70.7% | -50.5% |
| 1Y | -49.4% | +36.4% | -85.8% | -57.0% |
| All | -49.4% | +37.8% | -87.2% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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