-96.8%
UPLD price history and return analytics
+233.5%
-330.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | +1.1% | -19.7% | -20.0% |
| 7D | -34.5% | -0.7% | -33.8% | -33.8% |
| 30D | -4.9% | -1.7% | -3.2% | -2.7% |
| 3M | -36.4% | -2.3% | -34.1% | -34.3% |
| 6M | -62.4% | +1.5% | -63.9% | -62.4% |
| YTD | -78.5% | +12.0% | -90.5% | -80.8% |
| 1Y | -82.8% | +12.9% | -95.7% | -84.8% |
| 3Y | -92.5% | +74.9% | -167.4% | -96.0% |
| 5Y | -98.7% | +59.9% | -158.6% | -99.2% |
| 10Y | -96.4% | +224.6% | -321.0% | -98.6% |
| All | -96.8% | +233.5% | -330.3% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling