-51.1%
FIS vs UPST
-48.7%
-2.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +9.4% | -33.1% | -24.3% |
| 7D | -18.4% | -3.1% | -15.3% | -18.0% |
| 30D | -11.4% | -4.0% | -7.4% | -10.9% |
| 3M | -32.0% | -22.9% | -9.1% | -29.8% |
| 6M | -35.6% | -27.1% | -8.5% | -33.1% |
| YTD | -53.8% | -46.5% | -7.3% | -50.7% |
| 1Y | -51.1% | -49.4% | -1.6% | -47.7% |
| All | -51.1% | -48.7% | -2.4% | -47.7% |
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