-43.1%
ACHR vs UPST
-44.0%
+0.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +7.5% |
| 7D | +15.3% | +4.4% | +10.9% | +12.6% |
| 30D | -3.0% | -7.7% | +4.7% | +0.6% |
| 3M | -14.0% | -28.4% | +14.5% | +1.1% |
| 6M | -25.8% | -23.2% | -2.6% | -16.1% |
| YTD | -36.0% | -49.1% | +13.1% | -15.5% |
| All | -43.1% | -44.0% | +0.9% | -32.4% |
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