-30.7%
UPST vs RACE
+94.4%
-125.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.8% | -7.5% | -7.5% |
| 7D | -4.5% | +0.2% | -4.7% | -4.4% |
| 30D | -15.3% | +6.6% | -21.9% | -20.2% |
| 3M | -32.4% | +2.2% | -34.6% | -33.9% |
| 6M | -29.5% | +22.4% | -51.9% | -42.9% |
| YTD | -53.3% | +13.8% | -67.1% | -60.7% |
| 1Y | -47.4% | +2.2% | -49.6% | -50.3% |
| 3Y | -2.2% | +25.6% | -27.8% | -42.6% |
| 5Y | -92.0% | +71.0% | -163.0% | -97.1% |
| All | -30.7% | +94.4% | -125.1% | -78.2% |
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