-92.2%
UPST vs RCAT
+71.6%
-163.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.4% |
| 7D | -12.1% | +7.2% | -19.3% | -13.6% |
| 30D | -13.4% | -20.4% | +7.0% | -10.4% |
| 3M | -31.2% | -59.8% | +28.5% | -19.7% |
| 6M | -28.3% | -61.9% | +33.5% | -17.0% |
| YTD | -53.0% | -45.9% | -7.1% | -50.1% |
| 1Y | -47.2% | -50.5% | +3.3% | -43.5% |
| 3Y | -1.5% | +387.5% | -389.0% | -36.4% |
| All | -92.2% | +71.6% | -163.8% | -94.2% |
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 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