-23.4%
ACI vs UPST
-47.3%
+23.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.4% |
| 7D | -2.2% | -4.9% | +2.7% | -2.3% |
| 30D | +10.3% | -8.9% | +19.2% | +10.2% |
| 3M | +7.2% | -26.3% | +33.5% | +6.9% |
| 6M | -18.0% | -23.7% | +5.7% | -18.2% |
| YTD | -22.0% | -49.9% | +28.0% | -22.2% |
| 1Y | -23.4% | -42.0% | +18.6% | -26.0% |
| All | -23.4% | -47.3% | +23.9% | -26.0% |
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