-0.7%
AGG vs UPST
-59.3%
+58.6%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.1% |
| 7D | -1.1% | -8.8% | +7.7% | -0.9% |
| 30D | -1.1% | -12.1% | +10.9% | -0.9% |
| 3M | -1.9% | -19.5% | +17.6% | -1.6% |
| 6M | -1.7% | -6.8% | +5.1% | -1.6% |
| YTD | -1.3% | -41.5% | +40.2% | -0.9% |
| 1Y | -0.7% | -58.9% | +58.1% | -0.4% |
| All | -0.7% | -59.3% | +58.6% | -0.4% |
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