-49.4%
UPST vs UEC
-46.3%
-3.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.9% | +14.3% | +10.9% |
| 7D | -3.1% | -13.8% | +10.6% | +1.2% |
| 30D | -4.0% | -23.1% | +19.1% | +3.2% |
| 3M | -22.9% | -31.5% | +8.6% | -14.4% |
| 6M | -27.1% | -51.5% | +24.4% | -12.9% |
| YTD | -46.5% | -38.4% | -8.1% | -44.1% |
| 1Y | -49.4% | -44.7% | -4.7% | -46.4% |
| All | -49.4% | -46.3% | -3.1% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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