-30.2%
UPST vs RACE
+94.4%
-124.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -12.1% | -3.9% | -8.2% | -8.4% |
| 30D | -13.4% | +6.8% | -20.2% | -18.6% |
| 3M | -31.2% | +1.3% | -32.6% | -32.1% |
| 6M | -28.3% | +26.3% | -54.6% | -43.7% |
| YTD | -53.0% | +13.8% | -66.8% | -60.4% |
| 1Y | -47.2% | -0.5% | -46.7% | -48.6% |
| 3Y | -1.5% | +25.6% | -27.1% | -42.2% |
| 5Y | -91.6% | +67.6% | -159.2% | -96.8% |
| All | -30.2% | +94.4% | -124.6% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling