+1,179.8%
ATI vs UPST
+7.9%
+1,171.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.1% |
| 7D | -0.1% | -3.5% | +3.5% | +0.2% |
| 30D | +2.7% | -7.1% | +9.8% | +3.2% |
| 3M | +16.3% | -13.1% | +29.4% | +17.4% |
| 6M | +30.2% | -1.1% | +31.3% | +29.6% |
| YTD | +83.6% | -35.9% | +119.4% | +88.0% |
| 1Y | +173.0% | -57.4% | +230.4% | +187.2% |
| 3Y | +356.6% | -14.9% | +371.5% | +340.8% |
| 5Y | +1,074.2% | -88.7% | +1,162.8% | +1,035.3% |
| All | +1,179.8% | +7.9% | +1,171.9% | +1,097.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling