-93.3%
UPST vs RACE
+65.1%
-158.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -3.0% |
| 7D | -10.9% | +5.7% | -16.5% | -15.4% |
| 30D | -7.2% | +9.3% | -16.5% | -14.6% |
| 3M | -26.7% | +3.8% | -30.5% | -29.3% |
| 6M | -29.0% | +29.8% | -58.8% | -45.8% |
| YTD | -49.4% | +15.6% | -65.0% | -57.9% |
| 1Y | -47.0% | +5.1% | -52.0% | -51.1% |
| 3Y | -27.0% | +30.8% | -57.8% | -61.1% |
| 5Y | -93.3% | +67.4% | -160.7% | -97.7% |
| All | -93.3% | +65.1% | -158.4% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling