-62.4%
AVAV vs UPST
-47.2%
-15.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.3% | +5.5% | +0.8% |
| 7D | 0.0% | -4.5% | +4.5% | +1.5% |
| 30D | -9.9% | -15.3% | +5.4% | -3.8% |
| 3M | -34.7% | -32.4% | -2.3% | -23.2% |
| 6M | -26.6% | -29.5% | +2.9% | -15.2% |
| YTD | -48.9% | -53.3% | +4.4% | -29.3% |
| All | -62.4% | -47.2% | -15.2% | -49.7% |
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