-4.8%
UPST vs UTHR
+227.5%
-232.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -3.5% | -5.4% | +1.9% | -2.1% |
| 30D | -7.1% | -6.0% | -1.1% | -5.6% |
| 3M | -13.1% | -11.0% | -2.1% | -10.4% |
| 6M | -1.1% | -0.5% | -0.6% | -2.4% |
| YTD | -35.9% | +0.1% | -35.9% | -37.2% |
| 1Y | -57.4% | +28.2% | -85.6% | -61.8% |
| 3Y | -14.9% | +113.8% | -128.7% | -38.6% |
| 5Y | -88.7% | +131.3% | -220.0% | -92.2% |
| All | -4.8% | +227.5% | -232.4% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling