-57.4%
UPST vs MSTZ
-29.5%
-28.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.3% | -1.1% |
| 7D | -3.5% | -29.7% | +26.2% | -8.3% |
| 30D | -7.1% | -65.3% | +58.2% | -21.5% |
| 3M | -13.1% | -57.3% | +44.3% | -18.4% |
| 6M | -1.1% | -61.6% | +60.5% | -2.8% |
| YTD | -35.9% | -78.3% | +42.4% | -37.6% |
| 1Y | -57.4% | -30.2% | -27.2% | -43.8% |
| All | -57.4% | -29.5% | -28.0% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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