-11.7%
UPST vs AEE
+49.6%
-61.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -3.5% | +0.3% | -3.9% | -3.7% |
| 30D | -7.1% | -2.3% | -4.8% | -6.3% |
| 3M | -13.1% | +0.2% | -13.3% | -13.9% |
| 6M | -1.1% | -4.7% | +3.7% | +0.4% |
| YTD | -35.9% | +8.1% | -44.0% | -39.9% |
| 1Y | -57.4% | +8.5% | -66.0% | -60.4% |
| All | -11.7% | +49.6% | -61.3% | -39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling