-1.7%
AON vs UPST
-48.7%
+46.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.3% | +8.4% | +0.5% |
| 7D | +1.9% | -4.5% | +6.4% | +2.0% |
| 30D | +23.3% | -15.3% | +38.6% | +23.9% |
| 3M | -5.5% | -32.4% | +26.9% | -4.7% |
| 6M | +8.0% | -29.5% | +37.6% | +8.6% |
| YTD | -4.0% | -53.3% | +49.4% | -3.1% |
| 1Y | -1.7% | -47.4% | +45.6% | -1.8% |
| All | -1.7% | -48.7% | +46.9% | -1.8% |
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