+901.1%
ATI vs UPST
-93.6%
+994.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.6% | +4.5% |
| 7D | +6.2% | -4.9% | +11.1% | +6.6% |
| 30D | -7.1% | -8.9% | +1.8% | -6.4% |
| 3M | -21.3% | -26.3% | +5.0% | -19.2% |
| 6M | +6.5% | -23.7% | +30.2% | +8.7% |
| YTD | +53.2% | -49.9% | +103.1% | +61.3% |
| 1Y | +82.7% | -42.0% | +124.7% | +89.4% |
| 3Y | +314.3% | -25.3% | +339.6% | +301.5% |
| All | +901.1% | -93.6% | +994.7% | +852.4% |
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