-96.1%
UPLD price history and return analytics
+231.3%
-327.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -7.4% |
| 7D | -4.6% | +0.4% | -5.0% | -4.4% |
| 30D | +6.0% | -2.6% | +8.6% | +10.2% |
| 3M | -27.3% | -3.2% | -24.1% | -23.7% |
| 6M | -61.5% | +0.9% | -62.5% | -61.2% |
| YTD | -73.3% | +11.3% | -84.6% | -76.0% |
| 1Y | -77.8% | +14.0% | -91.8% | -80.6% |
| 3Y | -91.5% | +75.8% | -167.4% | -95.5% |
| 5Y | -98.5% | +57.8% | -156.4% | -99.1% |
| 10Y | -95.1% | +219.8% | -314.9% | -98.2% |
| All | -96.1% | +231.3% | -327.4% | -98.4% |
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