-59.8%
UPST vs TRU
-17.6%
-42.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.0% |
| 7D | -12.0% | -9.4% | -2.6% | -7.3% |
| 30D | -16.0% | -4.1% | -11.9% | -14.3% |
| 3M | -17.2% | +13.6% | -30.7% | -24.2% |
| 6M | -10.9% | +3.6% | -14.4% | -14.1% |
| YTD | -42.6% | -9.8% | -32.8% | -40.3% |
| 1Y | -59.8% | -13.6% | -46.1% | -59.9% |
| All | -59.8% | -17.6% | -42.2% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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