-6.5%
UPST vs RCAT
+378.4%
-385.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -6.4% | -1.8% | -7.1% |
| 7D | -4.5% | -5.6% | +1.1% | -4.2% |
| 30D | -15.3% | -27.0% | +11.7% | -11.0% |
| 3M | -32.4% | -57.9% | +25.5% | -22.1% |
| 6M | -29.5% | -59.4% | +29.9% | -19.5% |
| YTD | -53.3% | -46.9% | -6.4% | -50.1% |
| 1Y | -47.4% | -54.0% | +6.7% | -42.9% |
| All | -6.5% | +378.4% | -385.0% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling