-93.5%
UPST vs RCAT
+46.9%
-140.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.6% | -19.8% | -4.6% |
| 7D | -4.9% | -12.7% | +7.8% | -3.2% |
| 30D | -8.9% | -34.3% | +25.4% | -2.3% |
| 3M | -26.3% | -53.4% | +27.1% | -16.4% |
| 6M | -23.7% | -62.0% | +38.2% | -11.6% |
| YTD | -49.9% | -49.1% | -0.9% | -46.3% |
| 1Y | -42.0% | -53.1% | +11.2% | -37.3% |
| 3Y | -25.3% | +318.7% | -343.9% | -50.9% |
| All | -93.5% | +46.9% | -140.4% | -94.8% |
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