-12.7%
JBLU vs UPST
-48.7%
+35.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.4% | +2.5% | +8.1% |
| 7D | +24.9% | -3.1% | +28.1% | +26.2% |
| 30D | -12.3% | -4.0% | -8.3% | -10.8% |
| 3M | -44.5% | -22.9% | -21.6% | -39.0% |
| 6M | -25.7% | -27.1% | +1.4% | -17.5% |
| YTD | -21.8% | -46.5% | +24.8% | -8.5% |
| 1Y | -12.7% | -49.4% | +36.7% | +2.7% |
| All | -12.7% | -48.7% | +35.9% | +2.7% |
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