-10.4%
UPST vs UUUU
-17.1%
+6.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.5% | +2.5% |
| 7D | -10.6% | -1.1% | -9.6% | -10.4% |
| 30D | -14.0% | -21.0% | +7.0% | -8.6% |
| 3M | -36.8% | -54.8% | +18.0% | -23.1% |
| 6M | -27.5% | -67.3% | +39.8% | -5.8% |
| YTD | -55.3% | -54.7% | -0.6% | -48.4% |
| 1Y | -47.5% | -57.4% | +9.9% | -38.9% |
| 3Y | -10.4% | -19.6% | +9.2% | -26.4% |
| All | -10.4% | -17.1% | +6.7% | -26.4% |
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 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