-91.7%
UPST vs TRU
-25.3%
-66.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.2% | -7.1% | -7.1% |
| 7D | -4.5% | +4.6% | -9.1% | -8.6% |
| 30D | -15.3% | +25.4% | -40.8% | -34.2% |
| 3M | -32.4% | +4.0% | -36.4% | -37.0% |
| 6M | -29.5% | +14.5% | -44.0% | -43.0% |
| YTD | -53.3% | -3.7% | -49.6% | -55.5% |
| 1Y | -47.4% | +2.8% | -50.1% | -53.5% |
| 3Y | -2.2% | +58.5% | -60.7% | -52.7% |
| All | -91.7% | -25.3% | -66.4% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling