+28.8%
FITB vs UPST
-47.3%
+76.1%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.6% |
| 7D | -1.5% | -4.9% | +3.4% | -0.9% |
| 30D | +5.8% | -8.9% | +14.7% | +7.0% |
| 3M | -6.1% | -26.3% | +20.2% | -2.4% |
| 6M | +5.9% | -23.7% | +29.7% | +8.7% |
| YTD | +16.1% | -49.9% | +66.0% | +25.1% |
| 1Y | +28.8% | -42.0% | +70.8% | +33.1% |
| All | +28.8% | -47.3% | +76.1% | +33.1% |
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