+51.2%
JNJ vs UPST
-48.7%
+99.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.4% | -5.6% | +4.1% |
| 7D | +1.9% | -3.1% | +5.1% | +1.8% |
| 30D | +9.2% | -4.0% | +13.2% | +9.0% |
| 3M | +8.9% | -22.9% | +31.8% | +7.7% |
| 6M | +24.6% | -27.1% | +51.7% | +23.3% |
| YTD | +35.7% | -46.5% | +82.2% | +32.6% |
| 1Y | +51.2% | -49.4% | +100.6% | +47.7% |
| All | +51.2% | -48.7% | +99.9% | +47.7% |
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