-42.0%
UPST vs RACE
+3.3%
-45.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.3% |
| 7D | -4.9% | +5.1% | -10.0% | -7.1% |
| 30D | -8.9% | +7.7% | -16.6% | -11.9% |
| 3M | -26.3% | +2.2% | -28.5% | -26.9% |
| 6M | -23.7% | +23.8% | -47.5% | -29.9% |
| YTD | -49.9% | +13.9% | -63.8% | -53.7% |
| 1Y | -42.0% | +3.8% | -45.7% | -40.1% |
| All | -42.0% | +3.3% | -45.2% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling