-62.0%
ALNY vs UPST
-48.7%
-13.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.4% | -8.7% | -0.2% |
| 7D | -30.7% | -3.1% | -27.5% | -30.6% |
| 30D | -26.7% | -4.0% | -22.8% | -26.6% |
| 3M | -26.4% | -22.9% | -3.6% | -24.9% |
| 6M | -45.9% | -27.1% | -18.8% | -44.7% |
| YTD | -59.5% | -46.5% | -13.0% | -58.1% |
| 1Y | -62.0% | -49.4% | -12.5% | -60.6% |
| All | -62.0% | -48.7% | -13.3% | -60.6% |
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 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