-4.8%
UPST vs MDY
+76.8%
-81.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -2.0% |
| 7D | -3.5% | +0.1% | -3.7% | -3.8% |
| 30D | -7.1% | -1.5% | -5.6% | -3.1% |
| 3M | -13.1% | +0.8% | -13.8% | -13.9% |
| 6M | -1.1% | +7.4% | -8.5% | -17.4% |
| YTD | -35.9% | +15.2% | -51.1% | -54.7% |
| 1Y | -57.4% | +16.5% | -74.0% | -70.4% |
| 3Y | -14.9% | +46.8% | -61.7% | -61.9% |
| 5Y | -88.7% | +46.0% | -134.7% | -93.6% |
| All | -4.8% | +76.8% | -81.6% | -63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling