+40.6%
ADM vs UPST
-56.5%
+97.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.2% |
| 7D | +3.8% | -3.5% | +7.3% | +3.7% |
| 30D | +9.8% | -7.1% | +16.9% | +9.6% |
| 3M | +2.1% | -13.1% | +15.2% | +2.0% |
| 6M | +27.5% | -1.1% | +28.6% | +26.7% |
| YTD | +50.2% | -35.9% | +86.1% | +53.4% |
| 1Y | +40.6% | -57.4% | +98.0% | +44.8% |
| All | +40.6% | -56.5% | +97.1% | +44.8% |
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