-60.5%
UPST vs GAP
-3.2%
-57.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -1.5% | +1.7% | -3.2% | -2.0% |
| 30D | -13.2% | +9.3% | -22.6% | -16.3% |
| 3M | -13.0% | +6.1% | -19.1% | -15.2% |
| 6M | -2.9% | -2.3% | -0.6% | -4.5% |
| YTD | -38.3% | -10.6% | -27.7% | -37.1% |
| 1Y | -60.5% | -4.4% | -56.0% | -62.5% |
| All | -60.5% | -3.2% | -57.3% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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