-91.6%
UPST vs RGEN
-35.5%
-56.2%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.4% | +1.6% |
| 7D | -10.6% | -3.3% | -7.4% | -8.5% |
| 30D | -14.0% | -5.8% | -8.1% | -10.3% |
| 3M | -36.8% | +0.2% | -37.0% | -37.7% |
| 6M | -27.5% | +56.8% | -84.3% | -48.1% |
| YTD | -55.3% | +2.4% | -57.7% | -57.5% |
| 1Y | -47.5% | +11.4% | -59.0% | -52.8% |
| 3Y | -10.4% | +15.2% | -25.6% | -28.4% |
| All | -91.6% | -35.5% | -56.2% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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