+8.7%
AMZN vs UPST
-47.2%
+55.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.3% | +9.7% | +2.8% |
| 7D | +8.0% | -4.5% | +12.5% | +8.7% |
| 30D | +3.2% | -15.3% | +18.5% | +5.6% |
| 3M | -2.6% | -32.4% | +29.8% | +3.0% |
| 6M | -0.7% | -29.5% | +28.9% | +4.3% |
| YTD | +17.4% | -53.3% | +70.7% | +27.6% |
| All | +8.7% | -47.2% | +55.9% | +16.0% |
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