-49.4%
UPST vs ADVB
-76.7%
+27.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.5% | +14.0% | +9.3% |
| 7D | -3.1% | -29.5% | +26.4% | -4.0% |
| 30D | -4.0% | -66.9% | +62.9% | -6.8% |
| 3M | -22.9% | -73.7% | +50.8% | -25.4% |
| 6M | -27.1% | -64.8% | +37.6% | -28.8% |
| YTD | -46.5% | -64.0% | +17.5% | -47.4% |
| 1Y | -49.4% | -77.0% | +27.5% | -44.3% |
| All | -49.4% | -76.7% | +27.2% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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