-42.0%
UPST vs RCAT
-56.7%
+14.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.6% | -19.8% | -6.0% |
| 7D | -4.9% | -12.7% | +7.8% | -2.3% |
| 30D | -8.9% | -34.3% | +25.4% | +1.1% |
| 3M | -26.3% | -53.4% | +27.1% | -11.1% |
| 6M | -23.7% | -62.0% | +38.2% | -5.2% |
| YTD | -49.9% | -49.1% | -0.9% | -48.5% |
| 1Y | -42.0% | -53.1% | +11.2% | -39.5% |
| All | -42.0% | -56.7% | +14.7% | -39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling