-28.0%
ADBE vs UPST
-48.7%
+20.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +8.0% | +0.9% |
| 7D | -3.8% | -4.5% | +0.7% | -3.3% |
| 30D | -2.3% | -15.3% | +13.0% | -0.3% |
| 3M | -13.3% | -32.4% | +19.2% | -8.9% |
| 6M | -6.5% | -29.5% | +23.1% | -2.6% |
| YTD | -32.4% | -53.3% | +21.0% | -27.1% |
| 1Y | -28.0% | -47.4% | +19.3% | -23.8% |
| All | -28.0% | -48.7% | +20.6% | -23.8% |
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