+3.7%
VALE vs UPST
-48.7%
+52.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +9.4% | -5.3% | +3.4% |
| 7D | -0.3% | -3.1% | +2.8% | -0.3% |
| 30D | -19.2% | -4.0% | -15.2% | -19.1% |
| 3M | -20.7% | -22.9% | +2.2% | -19.3% |
| 6M | -25.8% | -27.1% | +1.3% | -24.1% |
| YTD | -9.8% | -46.5% | +36.8% | -7.3% |
| 1Y | +3.7% | -49.4% | +53.1% | +6.7% |
| All | +3.7% | -48.7% | +52.4% | +6.7% |
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