-4.8%
UPST vs AEE
+58.2%
-63.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.4% |
| 3M | -13.1% | +0.2% | -13.3% | -13.7% |
| 6M | -1.1% | -4.7% | +3.7% | +0.2% |
| YTD | -35.9% | +8.1% | -44.0% | -38.9% |
| 1Y | -57.4% | +8.5% | -66.0% | -59.6% |
| 3Y | -14.9% | +48.9% | -63.8% | -31.3% |
| 5Y | -88.7% | +39.9% | -128.6% | -90.4% |
| All | -4.8% | +58.2% | -63.0% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling