+17.4%
AGI vs UPST
-56.5%
+73.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.6% |
| 7D | +0.6% | -3.5% | +4.1% | +1.3% |
| 30D | +18.2% | -7.1% | +25.3% | +19.7% |
| 3M | -4.1% | -13.1% | +8.9% | -2.0% |
| 6M | -28.7% | -1.1% | -27.6% | -28.6% |
| YTD | -4.0% | -35.9% | +31.9% | -0.9% |
| 1Y | +17.4% | -57.4% | +74.8% | +14.7% |
| All | +17.4% | -56.5% | +73.9% | +14.7% |
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