-90.7%
UPST vs RRX
+19.6%
-110.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -4.3% |
| 7D | -1.5% | +4.3% | -5.8% | -4.9% |
| 30D | -13.2% | -8.0% | -5.2% | -7.1% |
| 3M | -13.0% | -22.0% | +9.0% | +2.3% |
| 6M | -2.9% | -11.9% | +9.0% | -4.1% |
| YTD | -38.3% | +17.1% | -55.4% | -56.5% |
| 1Y | -60.5% | +14.9% | -75.3% | -72.0% |
| 3Y | -11.7% | +6.9% | -18.6% | -34.1% |
| All | -90.7% | +19.6% | -110.2% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling