-48.1%
UPST vs ZCMD
-99.9%
+51.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | +0.7% |
| 7D | -12.1% | +1.4% | -13.4% | -12.1% |
| 30D | -13.4% | -29.9% | +16.4% | -13.4% |
| 3M | -31.2% | -54.9% | +23.6% | -31.2% |
| 6M | -28.3% | -99.7% | +71.3% | -27.7% |
| YTD | -53.0% | -99.9% | +46.9% | -49.5% |
| All | -48.1% | -99.9% | +51.8% | -36.6% |
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