-58.9%
UPST vs URA
+16.6%
-75.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.0% |
| 7D | -3.5% | +1.1% | -4.6% | -4.0% |
| 30D | -7.1% | +7.4% | -14.5% | -10.1% |
| 3M | -13.1% | -8.4% | -4.7% | -9.9% |
| 6M | -1.1% | -12.7% | +11.6% | +3.3% |
| YTD | -35.9% | +7.8% | -43.6% | -39.6% |
| All | -58.9% | +16.6% | -75.5% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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