-4.5%
FISV vs UPST
-51.0%
+46.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.9% | +3.1% | -2.5% |
| 7D | -2.0% | -13.5% | +11.5% | +0.6% |
| 30D | +31.8% | -19.6% | +51.4% | +36.4% |
| 3M | +19.3% | -34.2% | +53.5% | +27.9% |
| 6M | +12.1% | -31.2% | +43.3% | +17.7% |
| YTD | -8.4% | -56.2% | +47.8% | +1.8% |
| 1Y | -4.5% | -51.7% | +47.2% | +4.7% |
| All | -4.5% | -51.0% | +46.5% | +4.7% |
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