-3.7%
FISV vs UPST
-48.7%
+45.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.4% | -3.2% | +4.5% |
| 7D | +29.6% | -3.1% | +32.8% | +30.0% |
| 30D | +34.5% | -4.0% | +38.5% | +34.9% |
| 3M | +11.2% | -22.9% | +34.1% | +16.0% |
| 6M | -1.2% | -27.1% | +25.9% | +3.4% |
| YTD | -7.6% | -46.5% | +38.9% | -0.3% |
| 1Y | -3.7% | -49.4% | +45.7% | +4.0% |
| All | -3.7% | -48.7% | +45.0% | +4.0% |
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