-90.2%
UPST vs RCAT
+192.8%
-282.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.9% | -7.7% | -4.5% |
| 7D | -1.5% | +5.4% | -6.9% | -2.4% |
| 30D | -13.2% | -5.6% | -7.6% | -12.7% |
| 3M | -13.0% | -30.2% | +17.2% | -8.5% |
| 6M | -2.9% | -43.4% | +40.5% | +3.4% |
| YTD | -38.3% | +9.6% | -48.0% | -41.7% |
| 1Y | -60.5% | -2.0% | -58.5% | -62.8% |
| 3Y | -11.7% | +825.0% | -836.7% | -46.4% |
| 5Y | -90.2% | +199.8% | -290.0% | -93.7% |
| All | -90.2% | +192.8% | -282.9% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling