-10.1%
ABT vs UPST
-48.7%
+38.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.3% | +8.2% | +0.4% |
| 7D | +1.0% | -4.5% | +5.5% | +1.2% |
| 30D | +11.6% | -15.3% | +26.9% | +12.3% |
| 3M | +2.3% | -32.4% | +34.8% | +3.9% |
| 6M | +32.7% | -29.5% | +62.3% | +34.0% |
| YTD | -9.6% | -53.3% | +43.7% | -7.8% |
| 1Y | -10.1% | -47.4% | +37.3% | -10.6% |
| All | -10.1% | -48.7% | +38.6% | -10.6% |
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