+49.6%
JNJ vs UPST
-49.8%
+99.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.4% | +0.8% |
| 7D | +3.5% | -10.6% | +14.1% | +3.1% |
| 30D | +12.5% | -14.0% | +26.5% | +12.1% |
| 3M | +9.6% | -36.8% | +46.4% | +7.6% |
| 6M | +25.3% | -27.5% | +52.9% | +24.1% |
| YTD | +40.3% | -55.3% | +95.6% | +35.6% |
| 1Y | +49.6% | -47.5% | +97.2% | +44.5% |
| All | +49.6% | -49.8% | +99.5% | +44.5% |
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