-59.8%
UPST vs UUUU
+4.2%
-64.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.3% | -1.6% |
| 7D | -12.0% | -5.0% | -7.0% | -11.0% |
| 30D | -16.0% | -7.8% | -8.2% | -14.5% |
| 3M | -17.2% | -0.4% | -16.7% | -17.3% |
| 6M | -10.9% | -32.9% | +22.0% | -5.7% |
| YTD | -42.6% | -6.3% | -36.3% | -43.9% |
| 1Y | -59.8% | +7.9% | -67.7% | -65.2% |
| All | -59.8% | +4.2% | -64.0% | -65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling