-86.2%
UPLD price history and return analytics
+20.4%
-106.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -2.1% |
| 7D | -18.0% | -0.1% | -17.9% | -17.7% |
| 30D | -31.8% | -0.7% | -31.1% | -30.3% |
| 3M | -54.6% | +4.0% | -58.6% | -58.0% |
| 6M | -43.6% | +12.3% | -55.9% | -55.2% |
| YTD | -76.4% | +14.0% | -90.5% | -81.3% |
| 1Y | -86.2% | +20.3% | -106.5% | -90.3% |
| All | -86.2% | +20.4% | -106.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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