-6.9%
ARES vs UPST
-48.7%
+41.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.4% | -3.3% | +3.1% |
| 7D | +10.5% | -3.1% | +13.7% | +11.2% |
| 30D | +16.8% | -4.0% | +20.8% | +17.7% |
| 3M | -3.2% | -22.9% | +19.7% | +4.4% |
| 6M | +16.4% | -27.1% | +43.5% | +26.3% |
| YTD | -12.4% | -46.5% | +34.1% | 0.0% |
| 1Y | -6.9% | -49.4% | +42.6% | +6.9% |
| All | -6.9% | -48.7% | +41.8% | +6.9% |
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