+313.7%
AGI vs UPST
+7.9%
+305.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.8% |
| 7D | +0.6% | -3.5% | +4.1% | +0.8% |
| 30D | +18.2% | -7.1% | +25.3% | +18.6% |
| 3M | -4.1% | -13.1% | +8.9% | -3.6% |
| 6M | -28.7% | -1.1% | -27.6% | -28.7% |
| YTD | -4.0% | -35.9% | +31.9% | -2.7% |
| 1Y | +17.4% | -57.4% | +74.8% | +20.4% |
| 3Y | +203.0% | -14.9% | +217.9% | +194.6% |
| 5Y | +376.7% | -88.7% | +465.3% | +365.2% |
| All | +313.7% | +7.9% | +305.8% | +290.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling