-42.6%
UPST vs RRC
+28.5%
-71.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.7% |
| 7D | +4.4% | -10.3% | +14.7% | +2.5% |
| 30D | -7.7% | +19.5% | -27.1% | -4.7% |
| 3M | -28.4% | +27.9% | -56.4% | -25.1% |
| 6M | -23.2% | +21.2% | -44.3% | -19.6% |
| YTD | -49.1% | +39.6% | -88.7% | -46.9% |
| All | -42.6% | +28.5% | -71.1% | -36.7% |
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