-24.7%
ACN vs UPST
-56.5%
+31.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.1% |
| 7D | -1.5% | -3.5% | +2.0% | -1.1% |
| 30D | +9.4% | -7.1% | +16.5% | +10.3% |
| 3M | +5.6% | -13.1% | +18.7% | +7.1% |
| 6M | -9.3% | -1.1% | -8.2% | -10.7% |
| YTD | -29.0% | -35.9% | +6.9% | -25.6% |
| 1Y | -24.7% | -57.4% | +32.8% | -18.6% |
| All | -24.7% | -56.5% | +31.9% | -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 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