-51.7%
UPST vs RBA
-5.6%
-46.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.5% | -5.4% | -5.9% |
| 7D | -13.5% | -0.5% | -13.0% | -13.2% |
| 30D | -19.6% | +6.8% | -26.5% | -23.4% |
| 3M | -34.2% | +9.5% | -43.6% | -38.6% |
| 6M | -31.2% | -8.2% | -23.0% | -29.4% |
| YTD | -56.2% | -7.7% | -48.5% | -56.2% |
| 1Y | -51.7% | -6.9% | -44.8% | -52.0% |
| All | -51.7% | -5.6% | -46.1% | -52.0% |
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