+47.3%
AMZN vs UPST
-88.8%
+136.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.5% | +0.1% |
| 7D | -3.0% | -3.5% | +0.6% | -2.5% |
| 30D | -5.2% | -7.1% | +1.9% | -4.4% |
| 3M | +1.9% | -13.1% | +14.9% | +3.6% |
| 6M | +19.2% | -1.1% | +20.3% | +18.3% |
| YTD | +12.0% | -35.9% | +47.9% | +17.0% |
| 1Y | +9.7% | -57.4% | +67.1% | +20.4% |
| 3Y | +87.2% | -14.9% | +102.0% | +66.8% |
| All | +47.3% | -88.8% | +136.1% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling