-49.4%
UPST vs UTHR
+40.6%
-90.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.2% | +9.5% |
| 7D | -3.1% | +3.8% | -6.9% | -2.9% |
| 30D | -4.0% | +13.4% | -17.4% | -3.2% |
| 3M | -22.9% | +17.3% | -40.2% | -21.8% |
| 6M | -27.1% | +4.7% | -31.8% | -26.5% |
| YTD | -46.5% | +24.9% | -71.4% | -47.2% |
| 1Y | -49.4% | +39.1% | -88.6% | -47.6% |
| All | -49.4% | +40.6% | -90.0% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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