+27.7%
V vs UPST
-49.8%
+77.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.1% |
| 7D | +0.9% | -10.6% | +11.6% | +1.7% |
| 30D | +9.0% | -14.0% | +23.0% | +9.9% |
| 3M | +16.7% | -36.8% | +53.6% | +19.8% |
| 6M | +33.4% | -27.5% | +60.9% | +35.4% |
| YTD | +22.4% | -55.3% | +77.6% | +26.6% |
| 1Y | +27.7% | -47.5% | +75.2% | +31.5% |
| All | +27.7% | -49.8% | +77.5% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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