-49.4%
UPST vs MDY
+17.5%
-66.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.6% | +8.8% | +8.0% |
| 7D | -3.1% | +1.7% | -4.8% | -6.7% |
| 30D | -4.0% | +1.2% | -5.2% | -6.5% |
| 3M | -22.9% | -3.5% | -19.4% | -15.7% |
| 6M | -27.1% | +3.5% | -30.6% | -32.3% |
| YTD | -46.5% | +13.6% | -60.1% | -60.8% |
| 1Y | -49.4% | +17.1% | -66.5% | -66.2% |
| All | -49.4% | +17.5% | -66.9% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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