-22.5%
ACI vs UPST
-47.2%
+24.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.3% | +10.4% | +2.1% |
| 7D | -0.6% | -4.5% | +3.9% | -0.6% |
| 30D | +9.5% | -15.3% | +24.9% | +9.3% |
| 3M | +10.1% | -32.4% | +42.5% | +9.6% |
| 6M | -15.4% | -29.5% | +14.1% | -15.7% |
| YTD | -19.5% | -53.3% | +33.8% | -20.0% |
| All | -22.5% | -47.2% | +24.7% | -24.6% |
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