-93.5%
UPST vs REPL
-35.6%
-57.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.0% | -9.1% | -1.8% |
| 7D | -4.9% | +22.8% | -27.7% | -6.6% |
| 30D | -8.9% | +63.8% | -72.7% | -12.8% |
| 3M | -26.3% | +68.1% | -94.4% | -29.9% |
| 6M | -23.7% | +528.5% | -552.2% | -40.7% |
| YTD | -49.9% | +122.4% | -172.4% | -59.5% |
| 1Y | -42.0% | +154.4% | -196.3% | -53.9% |
| 3Y | -25.3% | +68.0% | -93.3% | -58.0% |
| All | -93.5% | -35.6% | -57.8% | -95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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