-49.4%
UPST vs RVTY
+74.0%
-123.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.5% | +11.9% | +11.0% |
| 7D | -3.1% | -3.6% | +0.4% | -1.0% |
| 30D | -4.0% | +1.4% | -5.3% | -4.9% |
| 3M | -22.9% | +43.2% | -66.1% | -40.1% |
| 6M | -27.1% | +84.5% | -111.6% | -54.6% |
| YTD | -46.5% | +65.2% | -111.7% | -63.3% |
| 1Y | -49.4% | +74.3% | -123.7% | -68.5% |
| All | -49.4% | +74.0% | -123.4% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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