+2.8%
AUR vs UPST
-51.0%
+53.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.9% | +1.4% | -2.6% |
| 7D | +7.9% | -13.5% | +21.4% | +14.5% |
| 30D | -18.5% | -19.6% | +1.1% | -11.4% |
| 3M | -36.7% | -34.2% | -2.5% | -25.3% |
| 6M | -39.8% | -31.2% | -8.5% | -30.6% |
| YTD | +13.3% | -56.2% | +69.5% | +49.6% |
| 1Y | +2.8% | -51.7% | +54.5% | +28.5% |
| All | +2.8% | -51.0% | +53.8% | +28.5% |
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