-9.9%
ABT vs UPST
-90.2%
+80.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.2% | -2.4% |
| 7D | -3.1% | -1.5% | -1.6% | -3.1% |
| 30D | -2.1% | -13.2% | +11.1% | -1.6% |
| 3M | +17.4% | -13.0% | +30.4% | +17.9% |
| 6M | -2.4% | -2.9% | +0.5% | -2.6% |
| YTD | -14.2% | -38.3% | +24.1% | -13.1% |
| 1Y | -18.3% | -60.5% | +42.1% | -16.0% |
| 3Y | +11.5% | -11.7% | +23.3% | +6.7% |
| 5Y | -9.9% | -90.2% | +80.3% | -18.6% |
| All | -9.9% | -90.2% | +80.3% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling