-49.4%
UPST vs RRX
+30.0%
-79.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.6% | +13.0% | +10.3% |
| 7D | -3.1% | +7.6% | -10.8% | -5.4% |
| 30D | -4.0% | +7.5% | -11.5% | -6.3% |
| 3M | -22.9% | -21.0% | -1.9% | -18.5% |
| 6M | -27.1% | -18.1% | -9.0% | -25.1% |
| YTD | -46.5% | +24.3% | -70.8% | -57.1% |
| 1Y | -49.4% | +29.3% | -78.7% | -60.7% |
| All | -49.4% | +30.0% | -79.4% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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