-91.1%
UPST vs UUUU
+132.1%
-223.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.9% |
| 7D | -8.1% | +1.8% | -9.9% | -8.8% |
| 30D | -14.3% | +1.8% | -16.1% | -15.0% |
| 3M | -16.6% | +1.3% | -17.9% | -17.8% |
| 6M | -7.3% | -26.8% | +19.5% | +0.7% |
| YTD | -40.8% | +0.1% | -40.9% | -46.7% |
| 1Y | -62.4% | +11.2% | -73.7% | -70.3% |
| 3Y | -15.3% | +97.7% | -113.0% | -57.4% |
| 5Y | -91.1% | +127.3% | -218.4% | -95.7% |
| All | -91.1% | +132.1% | -223.1% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling