-49.4%
UPST vs MTB
+27.0%
-76.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.2% | +8.4% |
| 7D | -3.1% | +2.0% | -5.2% | -4.8% |
| 30D | -4.0% | +2.9% | -6.9% | -6.3% |
| 3M | -22.9% | -10.7% | -12.2% | -15.1% |
| 6M | -27.1% | +6.3% | -33.5% | -32.7% |
| YTD | -46.5% | +13.8% | -60.3% | -55.4% |
| 1Y | -49.4% | +27.7% | -77.2% | -65.2% |
| All | -49.4% | +27.0% | -76.4% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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