-47.2%
UPST vs RBA
-4.5%
-42.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.1% |
| 7D | -12.1% | +0.6% | -12.7% | -12.4% |
| 30D | -13.4% | +9.0% | -22.4% | -18.7% |
| 3M | -31.2% | +7.2% | -38.4% | -34.7% |
| 6M | -28.3% | -7.8% | -20.6% | -26.5% |
| YTD | -53.0% | -6.4% | -46.6% | -53.3% |
| 1Y | -47.2% | -4.2% | -43.0% | -49.5% |
| All | -47.2% | -4.5% | -42.7% | -49.5% |
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