-89.3%
UPST vs RACE
+93.6%
-182.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | +0.2% |
| 7D | -3.5% | -2.5% | -1.0% | -1.1% |
| 30D | -7.1% | +0.8% | -7.9% | -7.8% |
| 3M | -13.1% | +17.2% | -30.2% | -25.6% |
| 6M | -1.1% | +13.6% | -14.7% | -13.7% |
| YTD | -35.9% | +12.2% | -48.1% | -45.1% |
| 1Y | -57.4% | -16.3% | -41.2% | -51.6% |
| 3Y | -14.9% | +36.4% | -51.3% | -58.1% |
| All | -89.3% | +93.6% | -182.9% | -96.7% |
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