-4.8%
UPST vs UUUU
+345.2%
-350.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -1.9% |
| 7D | -3.5% | -1.4% | -2.2% | -3.0% |
| 30D | -7.1% | +16.3% | -23.4% | -12.2% |
| 3M | -13.1% | -16.7% | +3.6% | -8.1% |
| 6M | -1.1% | -33.7% | +32.6% | +10.5% |
| YTD | -35.9% | -0.5% | -35.4% | -41.3% |
| 1Y | -57.4% | +28.9% | -86.3% | -67.2% |
| 3Y | -14.9% | +99.9% | -114.7% | -52.7% |
| 5Y | -88.7% | +135.3% | -223.9% | -94.0% |
| All | -4.8% | +345.2% | -350.0% | -58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling