-59.8%
UPST vs MDY
+13.9%
-73.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -0.8% |
| 7D | -12.0% | -2.5% | -9.5% | -6.4% |
| 30D | -16.0% | -5.0% | -11.0% | -4.8% |
| 3M | -17.2% | +0.5% | -17.6% | -17.1% |
| 6M | -10.9% | +8.0% | -18.9% | -25.5% |
| YTD | -42.6% | +12.2% | -54.8% | -56.0% |
| 1Y | -59.8% | +14.0% | -73.8% | -70.4% |
| All | -59.8% | +13.9% | -73.7% | -70.4% |
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