-47.4%
UPST vs RBA
-3.8%
-43.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.4% | -8.7% | -8.5% |
| 7D | -4.5% | +3.2% | -7.7% | -6.4% |
| 30D | -15.3% | +12.0% | -27.3% | -22.0% |
| 3M | -32.4% | +2.9% | -35.3% | -33.8% |
| 6M | -29.5% | -6.3% | -23.3% | -28.8% |
| YTD | -53.3% | -5.9% | -47.4% | -53.8% |
| 1Y | -47.4% | -3.9% | -43.5% | -49.2% |
| All | -47.4% | -3.8% | -43.6% | -49.2% |
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