-57.4%
UPST vs ZCMD
-99.9%
+42.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.1% | -1.6% |
| 7D | -3.5% | -8.0% | +4.5% | -3.5% |
| 30D | -7.1% | -27.9% | +20.8% | -7.1% |
| 3M | -13.1% | -74.6% | +61.5% | -12.5% |
| 6M | -1.1% | -99.5% | +98.4% | -0.8% |
| YTD | -35.9% | -99.7% | +63.9% | -32.1% |
| 1Y | -57.4% | -99.9% | +42.5% | -54.6% |
| All | -57.4% | -99.9% | +42.5% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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