+38.3%
AVTR vs UPST
-44.0%
+82.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | +1.9% | +4.4% | -2.5% | +0.7% |
| 30D | +1.5% | -7.7% | +9.2% | +3.2% |
| 3M | +17.1% | -28.4% | +45.5% | +26.4% |
| 6M | +91.5% | -23.2% | +114.6% | +102.1% |
| YTD | +38.8% | -49.1% | +88.0% | +64.1% |
| All | +38.3% | -44.0% | +82.4% | +59.2% |
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 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