-33.9%
AZO vs UPST
-59.3%
+25.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.1% |
| 7D | -3.6% | -8.8% | +5.2% | -3.7% |
| 30D | -5.6% | -12.1% | +6.5% | -5.7% |
| 3M | -6.6% | -19.5% | +12.9% | -6.9% |
| 6M | -22.5% | -6.8% | -15.7% | -22.4% |
| YTD | -15.2% | -41.5% | +26.3% | -17.2% |
| 1Y | -33.9% | -58.9% | +24.9% | -39.0% |
| All | -33.9% | -59.3% | +25.4% | -39.0% |
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