-47.5%
UPST vs AEE
+12.0%
-59.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.3% |
| 7D | -10.6% | +1.7% | -12.3% | -10.4% |
| 30D | -14.0% | +9.7% | -23.7% | -11.9% |
| 3M | -36.8% | +5.9% | -42.8% | -36.0% |
| 6M | -27.5% | +6.7% | -34.2% | -26.1% |
| YTD | -55.3% | +17.4% | -72.6% | -52.7% |
| 1Y | -47.5% | +12.7% | -60.2% | -40.5% |
| All | -47.5% | +12.0% | -59.5% | -40.5% |
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