-13.0%
JBLU vs UPST
-49.8%
+36.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -2.2% |
| 7D | +2.5% | -10.6% | +13.1% | +7.2% |
| 30D | +24.9% | -14.0% | +38.9% | +32.9% |
| 3M | -35.2% | -36.8% | +1.7% | -22.2% |
| 6M | -20.0% | -27.5% | +7.5% | -8.8% |
| YTD | -17.4% | -55.3% | +37.9% | +6.0% |
| 1Y | -13.0% | -47.5% | +34.6% | +7.7% |
| All | -13.0% | -49.8% | +36.9% | +7.7% |
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