-49.4%
UPST vs RRC
+44.7%
-94.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.5% | +12.9% | +8.8% |
| 7D | -3.1% | -6.8% | +3.6% | -4.1% |
| 30D | -4.0% | +34.7% | -38.7% | +0.6% |
| 3M | -22.9% | +31.5% | -54.4% | -19.2% |
| 6M | -27.1% | +21.8% | -48.9% | -23.4% |
| YTD | -46.5% | +48.9% | -95.4% | -44.5% |
| 1Y | -49.4% | +42.1% | -91.5% | -46.9% |
| All | -49.4% | +44.7% | -94.1% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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