-22.7%
ACI vs UPST
-44.0%
+21.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +1.0% |
| 7D | -5.9% | +4.4% | -10.3% | -5.8% |
| 30D | +7.2% | -7.7% | +14.9% | +7.1% |
| 3M | +8.8% | -28.4% | +37.3% | +8.4% |
| 6M | -17.2% | -23.2% | +6.0% | -17.4% |
| YTD | -21.3% | -49.1% | +27.9% | -21.5% |
| All | -22.7% | -44.0% | +21.4% | -24.8% |
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