-58.9%
UPST vs RRX
+15.2%
-74.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.7% | +0.8% |
| 7D | -8.8% | -0.3% | -8.4% | -8.7% |
| 30D | -12.1% | -6.1% | -5.9% | -10.3% |
| 3M | -19.5% | -23.1% | +3.5% | -13.7% |
| 6M | -6.8% | -19.5% | +12.7% | -4.5% |
| YTD | -41.5% | +16.1% | -57.6% | -52.1% |
| 1Y | -58.9% | +12.9% | -71.8% | -66.0% |
| All | -58.9% | +15.2% | -74.0% | -66.0% |
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