-49.4%
UPST vs RBA
-2.0%
-47.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.1% | +7.3% | +8.0% |
| 7D | -3.1% | +12.7% | -15.8% | -11.2% |
| 30D | -4.0% | +15.5% | -19.5% | -14.0% |
| 3M | -22.9% | -14.0% | -8.8% | -13.9% |
| 6M | -27.1% | -8.8% | -18.3% | -24.5% |
| YTD | -46.5% | -6.9% | -39.6% | -47.0% |
| 1Y | -49.4% | -3.0% | -46.5% | -53.2% |
| All | -49.4% | -2.0% | -47.4% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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