-14.8%
UPST vs UUUU
+319.4%
-334.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.3% | -0.8% |
| 7D | -12.0% | -5.0% | -7.0% | -10.4% |
| 30D | -16.0% | -7.8% | -8.2% | -13.6% |
| 3M | -17.2% | -0.4% | -16.7% | -17.7% |
| 6M | -10.9% | -32.9% | +22.0% | -0.6% |
| YTD | -42.6% | -6.3% | -36.3% | -46.3% |
| 1Y | -59.8% | +7.9% | -67.7% | -66.8% |
| 3Y | -17.9% | +85.2% | -103.1% | -53.1% |
| 5Y | -90.7% | +97.0% | -187.7% | -94.9% |
| All | -14.8% | +319.4% | -334.2% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling