-53.6%
Z vs UPST
-48.7%
-4.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.4% | 0.0% | +5.9% |
| 7D | +10.2% | -3.1% | +13.3% | +11.0% |
| 30D | +23.7% | -4.0% | +27.7% | +24.9% |
| 3M | -6.6% | -22.9% | +16.3% | +1.8% |
| 6M | -23.0% | -27.1% | +4.1% | -15.4% |
| YTD | -50.3% | -46.5% | -3.8% | -40.3% |
| 1Y | -53.6% | -49.4% | -4.1% | -43.4% |
| All | -53.6% | -48.7% | -4.9% | -43.4% |
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