-11.7%
UPST vs UUUU
+99.2%
-110.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.9% | -4.1% |
| 7D | -1.5% | +2.8% | -4.3% | -2.2% |
| 30D | -13.2% | +3.4% | -16.6% | -14.0% |
| 3M | -13.0% | -3.9% | -9.1% | -12.6% |
| 6M | -2.9% | -23.2% | +20.3% | +1.2% |
| YTD | -38.3% | +0.6% | -38.9% | -41.5% |
| 1Y | -60.5% | +22.9% | -83.3% | -66.1% |
| 3Y | -11.7% | +98.6% | -110.4% | -40.7% |
| All | -11.7% | +99.2% | -110.9% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling