+6.1%
AS vs UPST
-47.3%
+53.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +6.9% | -4.9% | +11.8% | +7.9% |
| 30D | +16.0% | -8.9% | +24.9% | +17.9% |
| 3M | -12.8% | -26.3% | +13.5% | -7.3% |
| 6M | -15.4% | -23.7% | +8.3% | -11.5% |
| YTD | -15.7% | -49.9% | +34.2% | -7.0% |
| 1Y | +6.1% | -42.0% | +48.0% | +12.8% |
| All | +6.1% | -47.3% | +53.4% | +12.8% |
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