-6.5%
UPST vs TRU
+59.8%
-66.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.2% | -7.1% | -7.3% |
| 7D | -4.5% | +4.6% | -9.1% | -7.8% |
| 30D | -15.3% | +25.4% | -40.8% | -31.1% |
| 3M | -32.4% | +4.0% | -36.4% | -35.9% |
| 6M | -29.5% | +14.5% | -44.0% | -40.5% |
| YTD | -53.3% | -3.7% | -49.6% | -54.2% |
| 1Y | -47.4% | +2.8% | -50.1% | -51.7% |
| All | -6.5% | +59.8% | -66.3% | -63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling