-57.4%
UPST vs AEE
+8.8%
-66.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.5% | +0.3% | -3.9% | -3.4% |
| 30D | -7.1% | -2.3% | -4.8% | -7.8% |
| 3M | -13.1% | +0.2% | -13.3% | -12.6% |
| 6M | -1.1% | -4.7% | +3.7% | -2.5% |
| YTD | -35.9% | +8.1% | -44.0% | -32.8% |
| 1Y | -57.4% | +8.5% | -66.0% | -52.2% |
| All | -57.4% | +8.8% | -66.2% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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