-62.4%
UPST vs AEE
+10.4%
-72.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.2% |
| 7D | -8.1% | +1.1% | -9.1% | -7.7% |
| 30D | -14.3% | 0.0% | -14.3% | -14.3% |
| 3M | -16.6% | -0.9% | -15.7% | -16.6% |
| 6M | -7.3% | -2.4% | -4.9% | -7.3% |
| YTD | -40.8% | +8.6% | -49.4% | -38.1% |
| 1Y | -62.4% | +10.2% | -72.6% | -58.2% |
| All | -62.4% | +10.4% | -72.8% | -58.2% |
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