-47.2%
UPST vs MDY
+15.7%
-62.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -1.0% |
| 7D | -12.1% | +0.2% | -12.3% | -12.5% |
| 30D | -13.4% | +2.1% | -15.6% | -17.4% |
| 3M | -31.2% | -3.6% | -27.6% | -24.6% |
| 6M | -28.3% | +1.7% | -30.0% | -29.9% |
| YTD | -53.0% | +13.8% | -66.8% | -65.7% |
| 1Y | -47.2% | +15.5% | -62.7% | -63.0% |
| All | -47.2% | +15.7% | -62.9% | -63.0% |
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