+8.8%
ACN vs UPST
-48.7%
+57.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.3% | +9.9% | +2.7% |
| 7D | +1.6% | -4.5% | +6.0% | +2.0% |
| 30D | +24.6% | -15.3% | +40.0% | +26.8% |
| 3M | +46.2% | -32.4% | +78.6% | +53.3% |
| 6M | +46.2% | -29.5% | +75.7% | +50.6% |
| YTD | -0.9% | -53.3% | +52.5% | +8.5% |
| 1Y | +8.8% | -47.4% | +56.1% | +17.2% |
| All | +8.8% | -48.7% | +57.4% | +17.2% |
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