-92.9%
UPST vs AEE
+58.9%
-151.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | +4.4% | +2.3% | +2.1% | +3.3% |
| 30D | -7.7% | +11.6% | -19.3% | -12.7% |
| 3M | -28.4% | +5.5% | -33.9% | -30.4% |
| 6M | -23.2% | +6.0% | -29.2% | -26.1% |
| YTD | -49.1% | +16.6% | -65.7% | -54.2% |
| 1Y | -42.4% | +12.1% | -54.4% | -46.8% |
| 3Y | +5.4% | +64.2% | -58.9% | -26.4% |
| 5Y | -92.9% | +59.1% | -152.0% | -94.5% |
| All | -92.9% | +58.9% | -151.8% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling