-62.4%
UPST vs RPRX
+72.7%
-135.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -8.1% | -4.0% | -4.1% | -7.9% |
| 30D | -14.3% | +4.9% | -19.2% | -13.7% |
| 3M | -16.6% | +9.4% | -26.0% | -15.9% |
| 6M | -7.3% | +33.3% | -40.6% | -7.5% |
| YTD | -40.8% | +59.0% | -99.8% | -40.6% |
| 1Y | -62.4% | +69.2% | -131.7% | -62.6% |
| All | -62.4% | +72.7% | -135.1% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 1y: compounded portfolio wealth divided by compounded RPRX 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…
1y analysis · Full analysis span regression · 6 months rolling