-15.4%
JBLU vs UPST
-59.3%
+43.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.7% | -0.5% |
| 7D | -5.0% | -8.8% | +3.8% | -1.9% |
| 30D | -23.9% | -12.1% | -11.8% | -20.5% |
| 3M | -11.6% | -19.5% | +7.9% | -5.1% |
| 6M | -0.2% | -6.8% | +6.6% | +1.2% |
| YTD | -3.3% | -41.5% | +38.2% | +8.8% |
| 1Y | -15.4% | -58.9% | +43.5% | -5.6% |
| All | -15.4% | -59.3% | +43.9% | -5.6% |
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