-30.7%
UPST vs RCAT
+316.8%
-347.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -6.4% | -1.8% | -7.7% |
| 7D | -4.5% | -5.6% | +1.1% | -4.3% |
| 30D | -15.3% | -27.0% | +11.7% | -13.1% |
| 3M | -32.4% | -57.9% | +25.5% | -27.1% |
| 6M | -29.5% | -59.4% | +29.9% | -24.3% |
| YTD | -53.3% | -46.9% | -6.4% | -51.4% |
| 1Y | -47.4% | -54.0% | +6.7% | -44.7% |
| 3Y | -2.2% | +378.4% | -380.6% | -12.0% |
| 5Y | -92.0% | +61.9% | -154.0% | -92.8% |
| All | -30.7% | +316.8% | -347.6% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling